1. Personal Tax Planning and Return Preparation
Our services include preparing federal and province tax returns, tax projections, estimated tax payment calculations, and extensive year round multi-year tax planning to minimize or defer income tax.
2. Tax Planning for Business Owners
Executives and owners of closely held companies face tax issues that generally more complex. They may involve stock options, deferred compensation, insurance, estate planning, non-resident returns.
Entrepreneurs must contend with corporate dividend policies, unreasonable compensation challenges from
Canada Revenue Agency, and business succession planning. We can assist by designing strategies to meet joint objectives of the owners and the company.
3. Investment Support
With over 15 years trading experience in Toronto Stock Market and New York Stock Market, we work closely
with investment counsel to develop plans that meet the long-term goals of our clients. For a number of our
high net-worth clients, we summarize global investments in a manner that provides for quick review of asset
allocation and analysis of results. We have also conducted our clients' RRSP, Free-Saving Account based on
professional accountant perspective with personal financial statements and bookkeeping services in need.