Personal Services

Personal Tax & Estate Planning

Personal tax rates are much higher than corporate rates. With proper tax planning, we ensure all deductions and credits available to you are utilized to minimize your tax burden and maximize your net income.

Personal Tax Planning

Since personal tax rates are much higher than corporate tax rates, inadequate tax planning and missed deductions can be extremely costly — reducing your net income and impacting your personal wealth for years into the future.

When you use our accounting services, enjoy peace of mind knowing you can depend on the experience and expertise of a professional GTA accountant to file your personal tax return and reduce your tax burden today and for the long term.

Common Tax Issues We Address

  • Medical, attendant care, and disability claims
  • Maximum childcare expense deductions
  • Rental income reporting
  • Disposition of real estate properties
  • Business returns for proprietors and partners
  • Utilization of prior year capital and business losses
  • Capital gains exemption utilization
  • Maximizing the principal residence exemption
  • Tax considerations during divorce settlements
  • Planned gifting to registered charities
  • Transfer of assets to adult children

Trust & Estate Planning

As your business and wealth grow, ensure that your capital is preserved throughout your lifetime and for future generations. You need experienced trust and estate accountants to protect your interests.

We are focused on preserving your hard-earned capital through tax planning that reduces your long-term tax burden. We have the knowledge and expertise to protect the wealth you've spent your lifetime earning, so you and your children can enjoy the fruits of your labour.

Common Trust & Estate Issues

  • Minimizing taxes during retirement and upon death
  • Clarifying your goals and preparing a will
  • Recommending adequate life insurance policies
  • Preparing tax filings after death
  • Creating a testamentary trust
  • Ensuring the financial welfare of the surviving spouse

Protect Your Personal Wealth

Don't leave money on the table. Let our experienced personal tax accountants maximize your deductions and plan for your financial future.

Book a Consultation → Call 905-305-9134