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Corporate Taxation

Our tax planning is geared to providing you with a strategic framework for your circumstances.  These recommendations may involve the use of the capital gains exemption, choosing the right mix of salary and dividends, making the “Capital Dividend Account” election, the possibility of using a family trust, holding land and buildings used in your business in a holding company, purchasing or leasing a car, private health service plans (for deducting medical expenses in a corporation), estate planning, how to best sell or buy a business, and many other strategies.

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Personal Taxes

Personal taxes can be a challenge, especially when dealing with self-employed income, RRSP decisions, rental of property, GST, the disposal of real estate, investment income, the final tax return for the passing of a loved one, planning for retirement, and other involving issues.

While fees for a basic tax return start at $250 plus GST, value enhanced packages are also available.  Depending on whether you are self-employed, own rental property, or have a spouse, package elements can include:

  • Preparation of your tax return

  • Preparation of your spouse’s tax return

  • Preparation of your business or rental schedules

  • GST returns

  • Review of business expenses, including home office and car expenses

  • Tax question hotline

  • Free one hour meeting during the year

  • Discussion on estate planning: wills and trusts

  • Advising on selling and buying real estate

If you would like a full description of our personal tax packages, please contact us.

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Estate Planning

Estate planning is an integral component of our services.  The level of complexity will depend on your circumstances but may include some of the following areas:

  • How to best plan for the exit from your business

  • How a Family Trust may provide you with significant tax advantages, legal protection, and a means to deal with estate planning concerns

  • How to reorganize your company to introduce the next generation

  • How to introduce new shareholders to your business as a part of your succession plan

  • How to plan for the utilization of the capital gains exemption on the sale of shares of a Canadian Controlled Private Corporation

  • Dealing with real estate owned in your corporation and avoiding the double taxation trap

  • Using your corporation as part of your retirement nest egg

  • How best to structure your remuneration in your retirement years

  • and many other areas