Tax Planning & Accounting

To deliver high‑quality tax planning, tax filing, compliance, and bookkeeping services, we draw on the expertise of Objective Tax & Accounting Inc., the accounting division of Objective Financial Partners Inc. This allows us to integrate holistic financial planning with proactive tax strategy and accurate return preparation.

We prepare individual (T1), corporate (T2), and trust or estate (T3) tax returns.

Yes. We work with clients across Canada using secure virtual meetings and cloud-based document sharing.

Proactive tax planning helps you better plan for tax time and pay less tax over the long run. We can forecast tax owing or refunds ahead of time, plan and monitor your quarterly tax instalments, and strategically consider tax deductions and credits.

We can help you plan which accounts to contribute to during your working years, and which ones to withdraw from during retirement.

When tax is a forward looking process rather than a retroactive one after the year is done, you can be more tax efficient.

Tax preparation focuses on accurate filing. Tax planning looks ahead to manage tax obligations over time.

Most accountants simply do tax returns. Most people who do their own taxes miss opportunities.

By planning ahead this year for your tax return filing next year, you can make choices that reduce your tax payable. There is not much that can be done after the tax year is done.

We meet with clients and talk about tax strategy before a tax return is filed.  

Yes. Bookkeeping support, including QuickBooks Online integration, helps maintain accurate records and supports tax compliance.

Fees are based on the complexity of your situation and the scope of work. Pricing is discussed upfront and generally quoted in advance. 

If you are considering our services, just book a complimentary call with our tax team and we can provide a quote for our services.

There is always a lead accountant who you work with, but we have a team that includes administrative staff, bookkeepers, and accountants. We have been providing cloud accounting by leveraging technology like secure uploading and downloading and digital signatures for clients across Canada since 2012.

Yes. We can assist clients in responding to Canada Revenue Agency (CRA) requests and managing the process.