Experienced Tax Services

Tax Services

I 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. I provide, both, our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  In an owner-managed environment, the prime objective is to maximize wealth and tax efficiency is essential to that goal.

Tax services offered include, but are not limited to:

• Tax planning and compliance for individuals and corporations

• Return preparation for - Individuals - Corporations - Estates and trusts - Not-for-profit organizations - Partnerships

• Goods and services tax compliance

• Tax considerations in matrimonial settlements

• Tax effects of buying/selling a business

• Tax effective retirement and estate planning

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Federal and Provincial Sales Tax (GST and HST)

Many of my clients are responsible for collecting and submitting sales taxes in many different jurisdictions. I can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use my experience and access to the most current tax developments to minimize your tax liabilities.