Taxation Services

Tax planning is a fundamental component of the tax preparation process.

By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities and optimize your after-tax position.

Tax planning and preparation form a winning combination for our successful individual and business clients.


Minimizing corporate tax is a top priority and to achieve this goal, it is important to start with expert planning. By reviewing all components of your business from corporate structure to inter-company transactions, we will advise how to minimize your tax exposure. We will be involved with the initial stages of tax planning and remain involved through regular follow-ups and discussions to allow us a better understanding of exactly how to benefit your business.


Strong personal tax strategy involves much more than simply preparing and filing your tax return. We develop customized plans tailored to our clients needs to ensure they get the most out of tax-saving opportunities. We deliver a full range of Canadian personal tax services, including:

  • Personal tax planning and advisory services
  • Owner-manager and advisory services
  • Financial and retirement planning
  • Personal, trust and partnership tax compliance
  • CRA audit representation and assistance with compliance issues


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