Tax Services
Tax Advisory and Planning
Proactive planning that keeps more money in your business.
About This Service
Filing your return is looking backward. Tax planning is looking forward. Think of it this way: you visit your doctor regularly to keep your body healthy, not just when something is wrong. The same logic applies to your finances. We meet with you during the year, not just at year-end, to identify opportunities before the window closes.
Who This Is For
Business owners, incorporated professionals, high-income individuals, and anyone who wants to build wealth more efficiently rather than simply react to the tax bill each year.
We are responsive and will get back to you.
What We Provide
Everything included in this service.
- Annual and mid-year tax planning reviews
- Corporate structure optimization (when to incorporate, holding company strategies)
- Owner compensation planning: salary, dividends, bonuses, and retained earnings
- Lifetime Capital Gains Exemption (LCGE) planning for qualified small business shares
- Buy-sell planning from a tax perspective
- Real estate holding structures and rental property tax strategies
- Voluntary disclosure applications
- Tax-efficient succession strategies for family business transitions
Why Work With Us
Proactive planning can often identify opportunities to reduce tax, improve cash flow, and avoid costly surprises, depending on your circumstances
We coordinate across your corporate and personal returns
You understand the reasoning behind every recommendation
Regular check-ins mean no year-end surprises
Get Started
Ready to talk about tax advisory?
Request a consultation and we will review your situation at no charge. We agree on fees in advance, so there are never any surprises.