Income tax planning for private corporations and their shareholders is the focal point of our services and involves several considerations. Our team is adept at guiding clients through tailored income tax planning to align with their long-term goals. This personalized approach ensures that each business and individual receives the attention they need for successful financial management and growth.

Examples of our tax planning advice and transaction support to our private corporate and shareholder clients include:

• Incorporation advice
• Recommending the appropriate corporate share structure and shareholdings
• Remuneration strategies to minimize overall corporate and personal income taxes
• Planning for utilization of the lifetime capital gains exemption
• Corporate share reorganizations
• Purchase and sale of a business

Our dedicated corporate services also include preparing Compiled Financial Information (financial statements) and corporate tax returns.

We provide income tax planning advice during the year, including any time there are changes in your life that could affect your income tax position. As circumstances change, we encourage clients to call us as waiting could reduce the available options to save tax.

We also prepare the following types of income tax returns and related filings:

• Personal income tax returns, including income tax return(s) for year of death
• Estate/Trust tax returns
• Clearance Certificate requests

Our approach ensures peace of mind, knowing that tax responsibilities and opportunities for savings are managed efficiently and effectively.