Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

Tax Planning

Tax planning and preparation form a winning combination for our successful individual and business clients. Factoring in your lifestyle, life goals and realizing information from your financial planners we develop tax-minimization strategies to optimize your after-tax position. We are here to help you navigate our Canadian tax laws.

Tax Preparation

We consider tax preparation to be more than just the input of information into personal, corporate and trust returns software. We strive to work with our clients to compile accurate and complete tax returns. We will also assist with CRA reviews, should they request additional information to support filed tax returns.