Tax planning for business owners

Tax planning isn't only about this year. We look at your income, your business, your investments and your plans, then build a strategy to legally pay less, explained simply.

What's included

  1. 01
    Full financial review

    Your income, family situation, business, investments and plans, reviewed together to find savings.

  2. 02
    A strategy built for you

    Personal tax strategies to reduce what you pay and keep more of what you earn.

  3. 03
    Taxes and investments together

    Your tax plan lined up with your investment and savings decisions.

  4. 04
    Salary vs. dividends

    How to pay yourself from your corporation to lower the total tax bill.

  5. 05
    RRSP and TFSA

    Making the most of retirement and tax-sheltered accounts.

  6. 06
    Capital gains and investment income

    Planning for tax on investments and portfolio growth.

How it works

  1. 01

    Send us your documents

    Send what we need online, or drop it off at the Laval office. We tell you exactly what to send.

  2. 02

    We prepare and review

    We do the work and check it before anything goes to you.

  3. 03

    You approve

    We walk you through the result in plain language. Nothing is filed until you say yes.

  4. 04

    We file and confirm

    We file with the government and send you confirmation.

Questions

FAQ →

When should I do tax planning?

Before your fiscal year ends. Most savings depend on decisions made before the year closes, not at filing time.

When should my business incorporate?

It depends on your profit, how much you need to live on and your plans. We can work through it in a one-hour tax consultation, and our article on incorporating in Laval is a good place to start.

Know your price before we start.

Tell us about your business and we'll send a fixed quote. No obligation, and no surprise invoices later.

Call us Get a fixed quote