Proactive Accounting for Growing Canadian Businesses

One client faced uncertainty about how to repay funds loaned from her business. We introduced her to the Capital Dividend Election (CDE), a strategy that allowed her to withdraw funds from her corporation tax-free.

This approach not only covered her repayment but also freed up additional funds, which she used to invest in a property.

By aligning tax strategies with her financial goals, we helped her unlock opportunities she hadn’t considered.

A client came to us with a large tax liability due to errors made by their previous accountant, of which a high proportion had already been paid.

After a thorough review, we discovered opportunities to amend their returns for the past three years.

The result? Not only was the liability resolved, but the client also received a significant refund. This outcome highlights the value of precise, expert tax management in turning financial setbacks into successes.