Professionals and Executives
Whether you practise through a professional corporation or hold share options from an employer, the tax decisions keep coming. A demanding career leaves little time for them.
Alongside Your Career
A Professional Corporation
We work out your mix of salary and dividends, and how much to leave in the company, with both tax bills in view.
Share Options and Share Units
We estimate the tax on each award early, so the cash is ready when it is due.
A Holding Company
We look after its books, returns and bank accounts, so it doesn’t compete with your day job.
A Move for Work
If work takes you out of Canada or brings you here, we work out the Canadian side before you go.
Retirement
We project whether what you are building can fund the life you want after work, and update it as your plans change.
How We Help
We plan the tax on your pay and share awards, and keep your companies’ records in order.
Tax Planning
We plan your pay, dividends and the tax from share plans before year end.
Fractional CFO
We handle cash flow and budgeting across the practice, the holding company and home.
Bookkeeping and Tax Compliance
We keep the books and prepare the tax returns for the professional corporation and the holding company.
Consolidated Reporting
You see the practice, pension and savings side by side, with a retirement projection.
When to exercise or sell, and what to invest in, stays with you and your investment advisor.
This Year’s Priorities
A short conversation shows what your corporation, share plan or holding company needs this year.