Year-round advisory

Tax planning and advisory for growing companies

Proactive CPA guidance on structure, compensation, transactions, and SR&ED—so you make informed decisions long before the filing deadline.

Book a tax planning meetingCorporate & Personal Tax

Plan ahead with CPA professionals

Tax planning is separate from annual compliance. Our advisory team helps you anticipate consequences, compare options, and document decisions with confidence.

Proactive tax strategy

Year-round planning that looks ahead—not just at filing season. Model scenarios, time major decisions, and understand tax impact before you commit.

  • Multi-year tax projections and cash-flow planning
  • Timing of income, dividends, and capital transactions
  • Provincial and federal rate optimization
  • Coordination with SR&ED refunds and R&D incentives

Structure & compensation

Entity design and compensation advice for founders, executives, and shareholders—aligned with how your company actually operates and grows.

  • Holdco / Opco and family trust considerations
  • Salary, bonus, and dividend mix for owners
  • Stock options, RSUs, and equity compensation
  • New hires, contractors, and cross-border team members

CPA advisory on demand

Access to CPA professionals for decisions that cannot wait until year-end—financing, acquisitions, reorganizations, and major contract milestones.

  • Due diligence and transaction tax support
  • Reorganizations, amalgamations, and wind-downs
  • CRA correspondence and dispute strategy
  • Integration with bookkeeping and SR&ED consulting

Advisory that works with your full finance stack

Tax planning sits upstream of filing. We coordinate with your bookkeeper, corporate tax team, and SR&ED consultants so recommendations reflect real numbers—not assumptions from last year's return.

Talk to a CPA about tax planning

Book a meeting for proactive advisory, structure review, or transaction support—alongside or independent of corporate and personal tax filing.

Try it outBook a tax planning meeting