Tax Planning and Preparation

Tax Planning and Preparation

Our Ultimate Goal Is To Help Save Your Tax Dollars

Our services go beyond the numbers. In addition to being a one-stop shop for personal and corporate income tax returns, we will review your past tax history and offer options to lower taxes in advance of the tax filing date. 

Personal Income Taxes

Tax Planning and Preparation is the foundation of The Tax Management Centre. Each year over 1,000 returns are filed through our office in Oakville. 

We take the time to understand each client's individual situation and then apply our knowledge of the changing tax environment to help them make suitable decisions. We develop strategies for individuals to take advantage of all the new tax laws and legislation, and rulings published by Canada Revenue Agency (CRA). 

In addition, we believe that proactive tax planning is critical to minimize tax liabilities and encourage and educate our clients in the importance of year-round tax planning - and not just at year end.   

Our value-added services go beyond the numbers. Our tax team is trained to help our clients solve their tax problems and save them tax dollars.   We provide clients with templates to track their expenses for their home, office, and automobile.   We review the past and offer ideas and options to lower taxes for the future.

We offer special rates for seniors and students.

Tax Services for Executors

In addition to personal income taxes, The Tax Management Centre provides services to help executors of estates through the complex requirements of CRA. We offer advice on the special rules that apply to estates and address issues such as minimizing probate fees. 

We help beneficiaries with key tax issues such as:

  • Spousal rollover of property
  • Deemed disposition of capital property
  • Collapsing or transferring RRSPs and RRIFs
  • Accrual of income to the date of death
  • Income tax elections to reduce or defer tax