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TAX PLANNING

Tax laws constantly change, and we stay current on
regulations to determine the significance of these changes in
the application to your situation.

Together, we will help you find ways to apply tax avoidance
strategies most appropriate to your personal financial plan.

We take an integrated approach developing tax planning strategies based on your individual and family financial goals and personal tax history to maximize your tax savings today and over the long run.

Each year, we review your previous year’s tax return, assessment notice and update strategies to reflect changes in tax legislation. We bring to your attention tax-saving opportunities appropriate to your situation, such as income splitting, tax credits, and deduction optimization.

Through our long-term tax planning, we may suggest you don’t claim all deductions and credits in the current year. Some deductions are discretionary and may provide greater benefit later when your marginal tax rate might be higher. Examples are donations, medical expenses, Capital Cost Allowance (CCA) and RRSP deductions. Be assured; we track such decisions to make certain these claims are carried forward properly and aren’t forgotten, particularly as the carry-forward period nears expiry.

LOST YOUR T-SLIPS?!

We can find them for you.
Simply book an appointment with us.

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