Tax Planning and Support for Consultants and Professionals

We have expertise in providing services to knowledge-based professionals in the areas of medicine, engineering and information technology.

As your consulting business grows, whether incorporated or not, timely tax planning, accounting support and organizational decisions need to be made in order to ensure long term wealth creation for your business and family.

Our typical services include:

  • Preparation and filing of corporate (T2) income tax returns
  • Preparation of financial statements on a Notice to Reader basis
  • Preparation of personal T1 returns
  • Year-end filings of T4s and/or T5s
  • Bookkeeping
  • Quarterly financial reviews
  • HST/WSIB returns

Areas we typically advise our professional clients:

  • Tax and other benefits from operating as a corporation vs. a proprietorship
  • Salary vs. Dividends
  • Lease vs. Buy decisions
  • Income splitting
  • Family Trusts and Estate Planning
  • Tax implications of working in the US