Tax planning
Make the right decisions before year-end, rather than discovering the tax bill afterwards.
What the service includes
We review your business structure, your compensation and your projects to reduce your tax burden, in compliance with federal and Quebec laws.
- Choice of structure: sole proprietorship, corporation, holding company
- Owner compensation: salary, dividends or both
- Identifying the tax credits and deductions that apply
- Planning instalments
- Tax impact of buying, selling or transferring a business
- Coordination with your notary, lawyer or financial planner
Good to knowPlanning happens before transactions, not after. Most choices (compensation, purchases, dividends) must be settled before the end of the fiscal year to take effect.
Who this service is for
Owner-managers
You want to optimize your compensation and your family’s.
Businesses that are investing
You are planning a major purchase, a hire or an expansion.
Owners planning succession
You are thinking of selling or transferring your business in the coming years.
How it works
Analysis
We study your current situation and your goals.
Scenarios
We put numbers on the options and their tax consequences.
Implementation
We apply the chosen plan and review it every year.
Frequently asked questions
When should I incorporate?
When the income, risks or plans of the business justify it. We compare the costs and benefits with you before deciding.
Is tax planning legal?
Yes. It means using the rules provided by law. We only propose strategies that comply with tax laws.
When in the year should we consult you?
Ideally a few months before your fiscal year-end, and before any major transaction.
Let’s talk about your business
A first meeting to review your accounting and your human resources needs.
- Phone
- 263 866-0018
Request a consultation
Tell us what you need and we will get in touch.