Tax Planning and Financial Consulting

Set your sights on the path of financial security with the help of our Tax Mechanics.

TaxMechanic-FinancialPlanning-WindyTaxRoad-Strat2

Tax Planning

Helping Clients Build Better Futures.

The options you have to maximize on your taxes is vast! Taking advantage of the benefits requires one of our experts to guide you through the windy road. We advise on the following: 

  • GST/HST
  • Pension Plans 
  • Income Splitting
  • Employee Compensation
  • Offshore & International Tax Concerns
  • Business Tax Planning 
  • Tax Filing
  • Incorporating/Registration 
  • Tax Shelters 
  • Business Books/Record Reviews
  • Loans
  • Tax Reductions & Relief
  • CRA Audits & Disputes

Financial Consulting

Consulting with an expert guide provides you with a holistic view of all your options. Our Tax Mechanics work with you one on one to determine the best course, to get you to your financial goals. Start planning today!

TaxMechanic-FinancialPlanning-Strat8

Why Choose Us

Benefits Of Working With Tax Mechanic

Tax Professionals You Can Rely On

Our team of professional Tax Mechanics, have years of experience consulting clients with their financial planning, equipping them with the tools required to succeed. Working with our team, you'll have the tools and expertise you need to make stronger decisions that fit your goals and family needs.

Customized Packages To Meet Your Needs

Taxes are not a one size fits all! It's important to our team that we cater our services to meet your needs and goals by offering our clients hassle free accounting packages that cover a range of our services to accommodate for your needs.

We Optimize Your Taxes

Get the results you deserve! Our Tax Planning and Consulting services are built for your individual and business success! There's no tax problem we haven't seen and we're prepared to help you through it all. Get started today by speaking with one of our Tax Mechanics.

FAQs

Common Questions About Tax & Financial Planning.

It is required to minimize tax payables and to manage generational wealth transfers. For businesses Tax Planning is need to strategize and manage cash flow to achieve efficient tax compliance. 

  • September to November; plan the following year and trigger taxable events prior to December 31 for personal tax planning.
  • Before you start a company
  • Before you start a job
  • When you are young-RRSP strategies
  • Near retirement-succession planning
  • When getting married, or divorced

A Tax Plan is a road map of the future for taxable events. The objective is to maintain compliance efficiently.

No.

Thousands!! Millions!!

Almost certainly you will save with a plan. If you don’t have a plan for your taxes then tax (or the CRA) will have a plan for you.

Yes. If you have a plan already set our team can take a look through your finances and see where your plan can be optimized to save you more dollars!

Expand Your Knowledge

Head to our articles to find helpful tips, and resources on taxes, finances, business and current events.