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Personal and corporate Tax planning

Personal and corporate Tax planning IN TORONTO

Individual and family tax planning


Tax planning for individuals and families involves tax optimized strategies to reduce total tax owing by the family. It allows taxpayers to capitalize on different exemptions, deductions, and planning techniques to pay less tax legally. At AccountVisor Professional Corporation, we customize a tax plan according to your family’s individual financial objectives and needs. The following tax planning techniques are considered for you in consultation with our experts:

  • Income splitting
  • RRSP contributions
  • TFSA contributions
  • RESP contributions
  • Private Pension Plans
  • Tax Sheltered Investments
  • Estate freeze

Corporate/ business tax planning

Whether you run a small family-owned business or a large private corporation, your goal is to smoothly manage the critical aspects of tax compliance while achieving optimal financial results. At AccountVisor Professional Corporation, we implement an integrated planning approach to fulfill both objectives.

As a result of close communication with you, we gain a holistic view of your business model, cashflow needs, future growth strategies, and succession plans. Our deep knowledge of complex tax issues allows us to deliver what’s really important to you: a practical and effective plan.

Professional headshot of Justin Aerabi, financial advisor and partner at AccountVisor Professional Corporation

Contact us today for a free consultation