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Tax Planning
Good tax planning starts long before April. It begins with the decisions you make throughout the year, including how you pay yourself, how you grow your business, and how you pass wealth on to the next generation.
We work with you year-round to create a practical plan that reflects your business, your family, and your long-term goals.
What We Plan For
Every plan is different, but the questions we help you answer are the ones that matter most.
- Salary versus dividend analysis for owner-managers
- Small business deduction and active versus passive income
- Retained earnings and corporate investment strategies
- Income splitting within the tax rules (TOSI)
- Capital gains and the lifetime capital gains exemption
- RRSP and pension contribution planning
- Estate and succession planning
- Personal and corporate cash flow coordination
Why Planning Matters
- Keep more of what your business earns, after tax
- Avoid unnecessary payroll taxes and premiums
- Eliminate surprises at filing time
- Align compensation with your retirement objectives
A Plan Built Around You
We take the time to understand your corporate income, personal cash needs, and long-term goals before making any recommendations. From there, we build a practical strategy that fits you and your business, so you can move forward with clarity and confidence.