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Financial & Estate Planning: Plan for a Strong Future

Prepare for what’s next with tailored strategies for personal and business success.

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Rated 5 / 5 on Google Reviews

Our Services Are Trusted by Canadian Businesses

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ABOUT THIS SERVICE

Planning for the future doesn’t have to feel overwhelming. Tauro Accounting provides financial and estate planning services that help you protect your assets, plan for succession, and ensure peace of mind for you and your loved ones.

100%

Client satisfaction rate

100%

Compliance Rate

5 Star

Google Reviews

Services Include

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Tax Optimization
Maximize the use of Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs), and other registered accounts to reduce taxable income. We also advise on income splitting strategies, such as spousal RRSPs or prescribed-rate loans to family members.
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Retirement Planning:
Develop strategies to minimize taxes on withdrawals from RRSPs, Registered Retirement Income Funds (RRIFs), or pensions. Plus, plan for Old Age Security (OAS) clawback avoidance by structuring income.
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Minimizing Estate Taxes
Develop strategies to minimize taxes on the estate, such as gifting assets during a person’s lifetime. We also advice on how to use life insurance products to cover estate tax liabilities.
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Estate Tax Filings
File terminal tax returns for deceased individuals, which include reporting all income and deemed dispositions. We also handle the T3 Trust Return for ongoing estates and ensure beneficiaries receive their distributions tax-efficiently
Future Peace of Mind
Gain peace of mind knowing your future is secure.
Protect Assets
Protect your assets with tax-efficient strategies.
Smooth Transitions
Ensure a smooth transition of ownership or wealth with comprehensive planning.

How Our Business Plan Services Benefit You

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Don't see your industry listed? Ask us!

industries served

Expertise In Your Industry

We specialize in working with businesses across a range of industries, including but not limited to:
  • Retail
  • Healthcare
  • Food & Beverage
  • Real Estate & Development
  • Technology
  • Professional Services
+ Many More...

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Why Choose Tauro Accounting Over Traditional Accounting or DIY Software?

Features
Traditional Accounting
DIY Software
Proactive Financial Guidance
Bank Loan Assistance
24 Hour Response Time
Online Chat
Full-Cycle Accounting
Tailored Strategies
Generic
Personalized Service
Limited
Proactive Financial Guidance
Bank Loan Assistance
24 Hour Response Time
Full-Cycle Accounting
Tailored Strategies
Personalized Service
Traditional Accounting
Proactive Financial Guidance
Bank Loan Assistance
24 Hour Response Time
Full-Cycle Accounting
Tailored Strategies
Personalized Service
Limited
DIY Software
Proactive Financial Guidance
Bank Loan Assistance
24 Hour Response Time
Online Chat
Full-Cycle Accounting
Tailored Strategies
Generic
Personalized Service

ABOUT US

Over 10 Years of CPA-Certified Accounting Experience At Your Side

The best partnerships are based on trust, honesty, and clarity. Get to know us a little before our partnership begins.
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testimonials

What our clients have to say

"There are not enough good things I can say about Tauro Accounting! Walla is absolutely fantastic! She is patient, knowledgeable, calm and kind. I highly recommend anyone use her for their accounting needs. Thanks Walla!"
"This was my first year working with Walla from Tauro Accounting. All I can say is that I wish I would have met her sooner! She is so thorough and detailed. She was also very patient with me when explaining what I need to do going forward. I highly recommend her services!"
"Tauro Accounting CPA Professional Corporation is very professional, customer oriented, responsive, and a pleasure to work with.  Walla is always available to solve any problem that arises.  She helps excel our business with her insights and suggestions.  I would recommend Tauro Accounting CPA Professional to everyone"
"Best accountant and accounting firm anyone could ask for. Walla went over and beyond to provide the service she promised and she truly delivered her promise. I'm glad I found the firm I will continue working with for as long as it's in business."
"When it comes to financial matters, having someone in your corner that allows you to ask the simple questions without judgement is the best. We would recommend Tauro Accounting without hesitating."