Corporate Income Tax
Tax planning and preparation form a winning combination for my successful individual and business clients.
I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Let me discuss with you tax-minimization strategies to optimize your after-tax position for both you as an individual as well as for your business.
I offer the following services:
- New Businesses: Structuring your business to minimize taxes and maximize profit sharing opportunities
- Tax advice on the implications on the purchase or sale of a business
- Preparation of Corporate Tax Returns
- Compilation/Notice to Reader Engagements
Personal Income Tax
All my client work is done in-house. Your taxes will be prepared with efficiency and accuracy while ensuring that you are benefiting from all the income tax credits that are applicable to your unique situation. My in-house e-filing system will ensure your tax return is filed in a timely manner.
I also provide audit assistance, if required. I provide assistance with your application under the rules of Voluntary Disclosure and with a government review or audit of your income tax filings.
For details of my CRA Dispute Resolution services contact me here
I undergo monthly training of the latest tax law changes and case developments that directly affect you and your business.
Foreign Workers & Tradespeople
There are many tax saving opportunities for tradespeople in BC and in Canada in general. There are government grants available for certain red seal trades as well as many tax credit opportunities. Contact me to discuss how these tax savings opportunities may benefit you.
Let me develop a personal tax plan tailored to fit your individual circumstances and needs. I will structure a tax plan uniquely to you to minimize the amount of taxes you pay each year. In the process, I will ensure that you are taking advantage of every tax deduction and opportunity available to you.
Everyone wants to be ‘financially free’. What does ‘financially free’ mean you ask? It is when your passive income exceeds your monthly obligations. Let me help you develop a practical and attainable wealth plan and personal budget to become ‘financially free’ and get you and your family on a proactive path so you can retire sooner.
Estates & Trust Returns
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
For business owners, providing for business continuity and succession of ownership is essential.
I can guide you through the complex process of getting your financial affairs in order.
It’s not often that an Accountant might ask you ‘What would happen to your family if you were hit by a bus?’ but it is a very important issue and needs to be discussed sooner rather than later.
Federal & Provincial Sales Tax (GST/HST & PST)
Many of my clients are responsible for collecting and submitting sales taxes in many different jurisdictions.
I can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.
CRA Dispute Resolution & Representation
Have you received a letter from the Canada Revenue Agency that you either don’t know what to do with, don’t know what they are asking for, don’t agree with, and need help replying to? I’m here to help!
I have experience with a wide variety of taxpayer issues and disagreements when it comes to making the Canada Revenue Agency happy. Please contact me to discuss how I can help you sleep better at night.
Rental & Business Investments
Are you thinking about investing in real estate or a business? Or, do you already own real estate investments or business investments in Canada or abroad?
There are a number of considerations that should be discussed when making an investment and whether or not making an investment outside of Canada is appropriate for you. Additionally, it is very important to be PROACTIVE to ensure that investments are acquired in the most tax efficient manner.
I have been investing in real estate and businesses myself for a number of years and have advised many of my clients on what to invest in (and what not to invest in!), when a good time to make an investment is, and how to find the cash to do so. I strive and succeed in connecting my clients with a strategic team of professionals to help them execute their rental and business investment goals with precision. Please contact me to discuss some of the questions you might have related to your investments.
Managing your return on investments requires a team of advisors.
It requires an open dialogue between your investment broker and your tax accountant.
It is careful planning taking into consideration all of the tax consequences.
Preparation of the investment income tax return goes far beyond just the entering of date. It is the careful tax planning of maximizing your wealth.
Wealth management is the minimization of estate taxes, probate fees and retirement income planning. It is planning utilizing family trusts, Investment corporations, and various other forms of investment vehicles.
If you’re serious about your wealth management, then you owe it to yourself to discuss your plans with me and my trusted investment advisors, even if you just want a second opinion.
US Tax & Cross Border Issues
Are you thinking of expanding your business into the United States?
Have you already been doing business in the United States?
Are you aware of your foreign filing requirements?
There are many items to consider such as obtaining a US identification number, US payroll issues etc. There are also legal ramifications with respects to account receivables and bad debts. Let me arrange for you to meet with a trusted United States CPA affiliate.