Strategic Tax Planning for Owner-Managed Businesses
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Compliance-first tax planning grounded in Canadian tax law.
Engagements are proactive and advisory in nature, involving corporate structuring, remuneration planning, succession planning, and managing CRA risk using defensible, well-documented analysis.
I work alongside your existing bookkeeping and legal advisors, providing specialized tax planning and technical support where decisions carry material tax exposure.
I advise owner-managed businesses and professionals on the tax consequences of decisions before they are made — not after year-end.
How Advisory Engagements Typically Work
Most firms engage after year-end. My work begins earlier — at the decision points that drive tax exposure.
My practice is focused on forward-looking tax planning and advisory — not routine bookkeeping or financial statement preparation.
I work with owner-managed businesses and professionals who want to understand the tax consequences of decisions before they are made, not after year-end. Engagements typically involve corporate structuring, remuneration planning, investment income planning, succession and estate coordination, and CRA risk management.
Where tax filings are required, including corporate and personal returns, they are prepared using client-maintained accounting records (such as QuickBooks or equivalent systems) and existing financial information. I do not provide bookkeeping services or prepare financial statements.
This approach allows my clients to retain their existing accounting relationships while engaging me for specialized tax analysis, planning, and defensible reporting.
Tax Planning Services
My services are structured around key decision points that materially affect tax exposure, compliance risk, and long-term outcomes. Engagements are advisory in nature and tailored to the client’s specific facts, objectives, and risk profile.
Common planning engagements include:
• Corporate structuring and re-structuring for tax efficiency
• Share reorganizations, freezes, and succession planning
• Owner-manager remuneration planning (salary, dividends, and integration considerations)
• Investment income planning and small business deduction risk management
• Estate and post-mortem tax coordination (in collaboration with legal counsel)
• CRA audit support, technical responses, and risk mitigation planning
• Pre-transaction and pre-sale tax planning
Where required, corporate and personal tax filings are prepared using client-maintained accounting records and existing financial information. I do not provide bookkeeping or financial statement preparation services.