Tax Planning & Filing

6. Tax Planning & Filing

Don't Wait Until Tax Season to Think About Tax

Tax planning should be part of your overall business and financial strategy—not something that happens only when a tax return is due.

We provide tax compliance and planning services for businesses and individuals, with a focus on helping clients understand their tax obligations and plan ahead.

Corporate Tax Services

  • Corporate tax compliance

  • Tax estimates

  • Year-end tax planning

  • Tax planning for business owners

Personal Tax Services

  • Personal tax return preparation

  • Foreign property reporting

  • Tax planning for business owners

  • Owner compensation considerations

 Partnership Tax

  • Partnership information return preparation & filing

  • Allocation of partnership income and expenses

  • Review of partnership financial information

  • Partnership tax planning

  • Partners’ equity tracking

 Non-Resident Tax

  • Non-resident tax filing

  • Canadian-source income

  • S216 Rental income reporting

  • NR4-related matters

  • Non-resident tax compliance - Compliance Certificate

Tax Planning

  • Year-end tax planning

  • Tax liability forecasting

  • Business expense review

  • Tax-efficient compensation considerations

  • Capital investment planning

  • Business transaction planning

  • Planning for future tax obligations

Our goal is not simply to file your tax returns, but to help you make informed financial decisions throughout the year.

Learn about our Tax Planning & Filing Services