Compensation structure reviewed for incorporated business owners against both personal and corporate tax.
Contributions and expenses reviewed before year-end, while there is still time to act.
Planning conversations throughout the year rather than a single meeting each spring.
Prepared using current CRA and Ontario rules, checked before anything is filed.
Straightforward answers about your tax plan, with no jargon.
Documents exchanged securely, online or by phone.
Real support from a team that knows Ottawa and Ontario filing requirements.
RRSP contributions made within the first 60 days of a calendar year can still be deducted on the prior year’s tax return. Incorporated business owners can choose how to pay themselves through salary, dividends, or a mix of both, and that choice affects both personal and corporate tax. Tax planning decisions, such as timing a large expense or an RRSP contribution, generally need to happen before the calendar year ends to affect that year’s return.
If you need help with forward-looking tax planning for individuals and business owners, reviewed before filing season rather than during it, this service is built for exactly that. We work with individuals and businesses across Ottawa who want accurate, on-time results without doing it themselves, and who would rather ask a question than guess.
Send the information we need for your tax plan securely, online or by phone.
We prepare your tax plan using accurate, up-to-date CRA and Ontario guidance.
You review the completed tax plan before anything is submitted or filed.
We file or complete your tax plan and confirm everything is done.
Yes. Contributions made within the first 60 days of the calendar year can be deducted on the prior year's tax return.
It depends on your personal and corporate tax situation. Both options are available and the right mix is reviewed on a case-by-case basis.
Most planning decisions, such as timing an RRSP contribution or a business expense, need to be made before the calendar year ends to affect that year's return.