Services›Accounting Services›Tax Planning & Advisory

Proactive tax strategies that put more money in your pocket.

Year-round tax planning tailored to your business and personal situation.

Book a Discovery Call

Our Expertise

Corporate & Personal Tax Optimization

Strategies that coordinate your corporate and personal tax positions to minimize your overall tax burden.

Income Splitting & Dividend Strategies

Determine the optimal mix of salary, dividends, and bonuses to reduce the total tax paid by you and your family.

Shareholder Remuneration Planning

How and when to pay yourself from your corporation, structured for maximum tax efficiency.

RRSP, TFSA & Retirement Planning

Contribution strategies that reduce current taxes while building long-term wealth.

Year-Round Proactive Advisory

We don't wait until year-end. Strategies are implemented throughout the year as your situation evolves.

Scenario Modelling

We model different scenarios, such as selling a property, taking on a partner, or expanding, so you understand the tax implications before making decisions.

Is This Right For You?

This service is ideal for

You're incorporated but have never had a tax planning conversation with your accountant
You don't know if the way you're paying yourself is the most tax-efficient option
You're approaching a major decision, such as selling, expanding, or bringing in a partner, and don't know the tax implications
Your accountant only talks to you at year-end, and by then it's too late to make changes
You have profits building up in your corporation and no strategy for how to access them tax-efficiently

How It Works

Getting started is straightforward

Discovery call

We learn about your business, personal situation, and financial goals to identify planning opportunities.

Strategy development

We build a custom tax plan with specific recommendations, projected savings, and implementation steps.

Ongoing advisory

As your situation changes throughout the year, we adjust the strategy and implement new opportunities.

Tax planning starts with a conversation.

Book a discovery call to discuss your situation and find out what's possible.

Book a Discovery Call