Tax planning

It’s crucial to address finances proactively throughout the year. We understand that managing finances can be stressful and complex, which is why we work closely with you year-round, keeping you updated on financial statements and best practices. Our goal is to reduce your tax burden through effective tax planning. This is a strategy focused on minimizing taxes by reviewing your financial situation with a tax-conscious approach

Tax planning is like financial planning, but with an emphasis on optimizing tax benefits. The more complicated your finances are, the more detailed our planning becomes. By planning ahead, you can save a significant amount in taxes over time.

Tax planning involves legally leveraging the Income Tax Act and provincial laws to reduce your tax liability. We’ll help you create a tax-efficient strategy by utilizing tax credits, deferring income, and redistributing income within your family where appropriate. We understand Saskatchewan’s tax rules and Regina’s business needs, offering strategic advice that helps you achieve long-term financial savings.

Tryout these tax planning strategies

  • Claiming credits for students, seniors, first-time homebuyers, working parents, and persons with disabilities.
  • Using retirement savings accounts like RRSPs to defer taxes.
  • Exploring income-splitting options within a family to lower overall tax burdens.
  • Optimizing estate planning with family trusts or estate freezes.
  • Claiming home office expenses, moving costs, and vehicle expenses.
  • Investing wisely in stocks, bonds, and mutual funds to maximize financial gains while reducing tax exposure.

Why choose us?

Hands-on approach

We’re an independent accounting service that ensures you stay informed about your finances, unlike larger firms that may delay communication until after the fiscal year. We keep your finances current, allowing you to plan for the future effectively.

Proactive service

The Canadian tax code is constantly evolving, and we stay ahead of those changes, applying them to your specific financial situation. By keeping up with updates, we help you avoid costly mistakes and ensure you’re making the most of your tax opportunities.

Start Your Tax Filing Now

Get ahead of tax season! Let our experts simplify your tax filing and maximize your return. Don’t wait

Contact Us

Get in touch with our team for any general inquiries or to learn more about our suite of financial services. We are here to assist you in navigating the complexities of your business’s financial landscape with precision and expertise.

M-F: 9am-6pm, Sat: 10am-4pm, Sun: Closed

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