Strategic Tax Planning Services
Comprehensive Tax Profile Analysis
New Member Tax Assessment
Our initial tax review examines your past income tax returns, notices of assessment, business structure, and personal/family tax situation. We meet with you to establish short and long-term tax goals, building a comprehensive database for future analysis and strategic tax-saving opportunities.
Optimized Tax Strategies
Tax planning is the cornerstone of our services. Proper planning ensures you maximize savings while minimizing audit risks and compliance issues.
What is a Tax Plan?
A customized tax plan based on your financial goals, tax history, and business situation. We develop integrated personal, family, and business tax strategies that maximize savings today and position you for long-term financial success while reducing MRA audit risks.
Early Tax Call Advantage
Our pre-year-end tax planning analysis implements strategies to optimize your current and future tax position. For incorporated businesses, we advise on optimal owner-manager compensation methods and help plan business inputs, capital assets, inventories, and cash flow for maximum tax efficiency.