Tax & Estate Planning

Tax planning strategies must be made before decisions are made. We offer professional tax planning advice for:

  1. Retirement
  2. Severance packages
  3. Termination employment
  4. Inheritances
  5. Change in Marital Status
  6. RESP and TFSA strategies
  7. Over Contributions to RRSP’s

Our tax preparation fee includes consultations for the above. We will work with you to minimize the taxes you pay and will guide you through the process.

We can determine if in fact you have made an over contribution to our RRSP. If you have made an over contribution to your RRSP we can prepare the T1 OVP return to calculate the penalties.

If we have not prepared your tax return for the current year a consultation fee will apply.