Calculator, calendar and notebook on a desk

Tax planning

Plan ahead and legitimately optimize your tax.

Good tax planning happens before year-end, not after.

We look at how your business and family are structured and paid, then recommend ways to legitimately optimize your tax position.

Tax paperwork with reading glasses and a pen

What we help with

  • Corporate tax returns and year-end planning
  • Owner pay: the right mix of salary and dividends
  • Holding company and corporate structure planning
  • Personal tax for owners and their families
  • HST compliance and planning
  • Planning for buying or selling a business

What you receive

Filed returns

A written summary of the planning we recommend

A calendar of the deadlines that matter to you

Let's talk about your business.

Tell us what you need, whether it's an audit, a tax question or a letter from the CRA. We'll explain how we can help and what it involves.