Personal Tax Planning

$599.00

Year-round tax planning for individuals and families understand the tax impact of your financial decisions before you make them.

Category:
Description

Good tax planning happens before tax season. We look at your income, investments, and goals to help you make tax-aware decisions and use the registered accounts and credits available to you.

Our services include:

  • RRSP, TFSA and FHSA contribution planning
  • Income-splitting and family tax considerations
  • Investment and capital gains planning
  • Rental property tax planning
  • Self-employment and side-income planning
  • Retirement income and pension considerations
  • Charitable giving considerations
  • Tax instalment planning