Consulting
Consulting, planned ahead.
The best tax move is the one you plan before the year ends. Bring us the decision; we'll show you the options.
What's included
- Personal and corporate tax planning
- “Should I incorporate?” analysis
- Business start-up structure and registrations
- Buying, selling or renting property — the tax angle
- Owner compensation and retirement planning (with your advisors)
- CRA correspondence, reviews and disputes
- Second opinions on past returns
Who it's for
Anyone facing a decision with tax consequences — starting or selling a business, buying a rental, changing jobs, or simply wanting a year-round strategist on call.
How it works
- Step 1
Bring the decision
Tell us what you're weighing — we'll ask the right questions.
- Step 2
We model it
Options compared side by side, in dollars, in plain English.
- Step 3
You move
A clear recommendation and the steps to execute it.
Consulting FAQ
Quick answers.
It depends on the scope. We'll quote before we start, so there are no surprises.
Yes. We serve clients across Canada by phone and video, and in person in Kitchener-Waterloo.
Happily. The best plans come from your advisors working together, and we'll coordinate the tax side.
Related services
Let's talk.
Book a consultation. We'll look at the whole picture — your income, your business, your deadlines — and plan the year ahead.