Allow our personal tax consultants to use their expertise and experience to support you to plan and prepare your personal tax return.
We offer a range of personal tax services, such as:
Succession planning and wealth management services
When it comes to succession planning and wealth preservation, no two personal situations are the same. That’s why we work in partnership with you to design and implement a retirement and estate plan which is tailor made to your unique circumstances, including your personal objectives and your budget.
We can offer you:
- Assistance with restructuring your organization so that it is fit for the future
- General retirement planning, taking your personal goals into account
- Support with sourcing purchasers or partners to take the reins of your company in the future
- Rollover options which will enable you to move key assets to members of your family, with you continuing to retain primary control.
Tax credit guidance
It’s imperative to ensure that you are maximizing all of the tax credits that you are entitled to, in order to strengthen your financial position. These include:
- Disability credits
- Medical expenses
- Foreign tax credits
- Child care expenses
- Interest on student loans
- Donations and political contributions
- Tuition and textbook credits
- Public transit pass expenses
- First time home buyer’s tax credits
Get in touch today
Our personal tax consultants are waiting to offer you support and guidance with all of the personal tax issues that you have now and will have in the future, with the objective of creating a solid financial plan to ensure future financial success for your and your family. Contact our office for more information about our services and how we can work with you.