We provide tax and estate planning services to minimize taxes when we prepare personal, trust, and estate returns.
Tax Advisory
- Personal tax planning and advisory services
- Owner-manager tax planning and advisory services
- Assistance with tax audits and tax appeals in dealing with Canadian Revenue Agency
- Preparation of Notice of Objection
- Preparation of Notice of Appeals
Trust and Estate
- Preparation of Trust/Estate returns (T3)
- Estate planning
- Structuring estate freezes
- Use of insurance as a planning and investment tool
- Post-mortem planning
- Reviewing the potential use of trusts for income splitting
- Charitable gift planning
Starting a business
- Incorporating
- Preparing business plans
- Assistance with loan applications
Financial Services
- Preparing financial plans
- Financial and retirement planning
- Asset protection
- Tax planning for income splitting and inter-generational transfers of wealth