Comprehensive Tax Review
We start with a deep dive into your past tax returns and current financial situation to identify immediate and long-term savings opportunities.
Customized Tax Strategy
We build a personalized, year-round tax plan that includes strategies for income splitting, investment optimization, and business structuring.
Inefficient Business Structure
For business owners, the right corporate structure can save thousands. We help you optimize for tax efficiency and long-term growth.
Virtual Tax Planning Meeting
Tax planning is the analysis of a financial situation to ensure that all elements work together to allow you to pay the lowest taxes possible. Minimizing your taxes allows you to grow your investments faster. All the investment decisions you make will ultimately have tax implications. Tax loss harvesting can use a portfolio’s losses to offset overall capital gains.
- How do you fund my retirement in the most tax efficient manner?
- Should you save in your name or your spouse’s name?
- How do you pay less tax on your investments?
- How do you pay less tax over your lifetime?
- Should you set up a holding company?
- Should you set up a corporation?
- How do you pay less tax today?