Tax Planning and Accounting - Objective Financial Partners

Advice-Only. No product sales.

Our mission is providing unbiased, objective advice from our team of Fee-Only Financial Planners, Tax Accountants, Divorce Financial Specialists, and Estate Advisors.

Tax Planning Accountants for Clients Across Canada

It can be difficult to find an accounting firm that is proactive with tax planning and not just reactive with tax preparation. Whether you are looking for an accountant in Toronto, Vancouver, Calgary, or elsewhere in Canada, our team can offer tax planning for landlords, senior executives, incorporated business owners, and high net worth Canadians, as well as bookkeeping, tax preparation, and financial planning.

Unlike most accounting firms in Canada, Objective Financial Partners has both tax accountants and financial planners on staff. This means that we can go well beyond making sure the right numbers are in the right boxes on your tax return and can take a holistic approach to integrating your investments, business, rental property, pensions, estate planning, and long-term tax planning. Our financial planners are advice-only, so we do not sell any financial products whatsoever.

We offer tax planning services across Canada through a mix of virtual (Zoom) meetings, phone calls, and in-person meetings. We can prepare personal, corporate, and trust tax returns for clients across the country. We can prepare and electronically file your family’s tax returns with Canada Revenue Agency or Revenu Québec.

Why Us: Objective Financial Partners

Taxes touch every part of your financial picture. By combining comprehensive tax planning, professional tax preparation, and bookkeeping support, our team provides advice that goes beyond simply filing a return. We integrate your tax strategy with your financial plan, so you keep more of what you earn while reducing the risk of costly surprises.

We provide most of our services online using Zoom video calls. That means that if you are looking for an accountant and you are not based in the Toronto area, we can work with you through Zoom, via email, or by phone. We also use a secure cloud server to allow an exchange of tax documents to and from us easily and seamlessly. Signatures are done using digital signing software.

We do tax planning and preparation for individuals and incorporated business owners alike. Whether you need a simple tax filing, or a sophisticated plan, we can help.

Our clients’ needs range from Canadians earning an average income, to high net worth individuals, and from “mom and pop” businesses (including sole proprietorships) to small and medium-sized corporations.

Book a Free Call With Our Team

Proactive tax planning is the best way to reduce and minimize your taxes not only this year but also in the future.

There are many accounting firms in cities like Toronto, Vancouver, and Calgary, but few offer the type of multi-disciplinary services that we do – financial and tax planning combined with tax preparation.

Whether you need tax accounting services for your investments, real estate, pension, or retirement, we can help. Simply click here to get started with your no obligation free initial virtual meeting or phone call.

Our Services

Tax Planning

Anticipate future changes in income, tax rules, or life events. We look for strategies to reduce your tax bill today and over the long term.

Tax Preparation

Personal (T1), Corporate (T2), and Trust/Estate (T3) returns, prepared accurately, efficiently, and on time.

Bookkeeping

Reliable bookkeeping services to keep your records organized, ensure compliance, and provide clarity for better business and personal decisions.

Integrated Advice

We align tax and bookkeeping with retirement, estate, and investment planning for a complete financial picture.

High Net Worth Tax Planning for Canadians

Tax planning for high net worth Canadians requires specialized knowledge. Unlike a typical employee with a salary and RRSP contributions, high net worth taxpayers may have other factors to consider like investment income, income splitting potential, stock options, private company dividends, foreign income, flow-through shares, or other uncommon income sources, tax deductions, and tax credits. More importantly, the long-term tax considerations and integrated financial and estate planning implications of their income and assets should be considered to reduce tax and maximize their future wealth.

Accounting And Tax Services – FAQ

Can Objective prepare and file T1 personal tax returns, T2 corporate tax returns, and T3 trust and estate tax returns?

Does Objective provide Canadian tax advice online?

We have been working remotely with clients across Canada and around the world since 2012. So, providing services online is not new to us. We use Zoom as our virtual meeting platform. We share files with clients using a secure cloud server so our clients can upload and download documents with ease. All of our required signatures, including for the Canada Revenue Agency or Revenu Québec are done digitally. So, you do not need a printer or to mail anything to us. We can provide seamless services just as if we are working together in person.

Does Objective have both personal tax accountants and corporate tax accountants on staff?