Personal and Business Tax Planning Services

Confused about planning your personal tax?

Want to make the best tax decision for your business?

Overwhelmed by constantly changing tax regulations?

Personal Tax Planning

We know there are times when conducting personal tax planning can be daunting. We have developed Personal Tax Templates for your own personal use, or you can hand your information to us and we can look after it for you – we will work with you to create a personal tax plan and provide advice and guidance.

Serious decisions, serious tax advice

As a business owner, you make decisions every day that affect your tax liability. Our experienced tax advisors are here to help you evaluate your options and their tax implications; whether you need guidance on appropriate share structure, are selling your company and want to maximize your after-tax dollars, or are making a capital investment and want to take advantage of available tax incentives.

A proactive approach

We are always on the lookout for innovative and effective tax solutions to improve your bottom line. That means you are better prepared to take advantage of opportunities, such as tax incentives, before it’s too late. Proactive tax planning also means you can avoid the bumps along the road that trip up other, less-prepared travelers.

How can we help?

  • Corporate Restructuring
  • Canada Revenue Agency Support
  • Strategic Tax Review
  • Corporate Tax Planning
  • Individual Tax Planning
  • Estate and Testamentary Trust Planning
  • Scientific Research and Experimental Development (SR&ED)
  • Farm Transfers
  • Succession Planning
  • Non-Resident Planning

Meet the Team

Shawn Deyell

CPA, CA, BBA, BMath

Michael Heaford

CPA, CA, CFP, TEP

Alexander V. Di Lello

CPA, CA

Jennifer MacDonald

.

Geneva Owen

.

Jocelyn Doyle

.

Jeff Hood

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