Tax Planning and Accounting - Objective Financial Partners

Q: Who is Objective Tax & Accounting?

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

Q: What types of tax returns do you prepare?

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

Q: Do you work with clients outside Toronto?

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

Q: Do you provide bookkeeping services?

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

Q: How are your services priced?

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 <a href="https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fapp.acuityscheduling.com%2Fschedule%2Fd6cb228c%2Fappointment%2F68961636%2Fcalendar%2F13044503%3FappointmentTypeIds%255b%255d%3D68961636&data=05%7C02%7Crdonaldson%40objectivecfp.com%7Cb0706aefbdf544fc8acb08de46ca6ffd%7Cf62646b096184ffa83f4feeabbdf82bc%7C0%7C0%7C639026032506261445%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=D2sD5alz%2FVZpEw3OFxxMNGlI%2BVNAQ23B6ScYkMbqXiY%3D&reserved=0">complimentary call with our tax team and we can provide a quote for our services.

Q: Who will be handling my file?

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.

Q: Do you assist with CRA reviews or inquiries?

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

At Objective Financial Partners, we provide professional tax planning and preparation services designed to help Canadians navigate their tax obligations with confidence. Beyond filing returns, we focus on thoughtful tax planning, accurate accounting, and integrated financial guidance, helping you make informed decisions and avoid unnecessary surprises.

Our tax and accounting services are provided through our accounting practice, Objective Tax & Accounting, providing professional tax compliance and planning grounded in deep accounting expertise.

Meet Our Tax & Accounting Team

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Learn More About Our Services

Our Tax Services

Tax Planning Tax Preparation & Filing Bookkeeping Support Integrated Financial Advice

Tax Planning

We help clients anticipate changes in income, business activities, and life events, and plan accordingly to manage tax obligations effectively — both now and in the future.

Tax Preparation & Filing

Bookkeeping Support

Integrated Financial Advice

Who We Serve

Our tax services support:

Canadian individuals and families
Small and medium-sized business owners
Landlords and property investors
Clients with more complex tax and reporting needs
Clients across Canada, including those working with us remotely

Why Clients Choose Us

Strategy Before Filing

Holistic Approach

Flexible, Client-Focused Delivery

Strategy Before Filing

Many firms focus solely on preparing tax returns after the year ends. We take a proactive approach, reviewing your financial situation in advance to identify tax planning opportunities and potential issues before tax season.

Holistic Approach

Our tax services are delivered by a team of experienced accountants and financial planners, ensuring your tax strategy aligns with broader financial goals — including retirement, estate planning, and business strategy.

Flexible, Client-Focused Delivery

We work with clients across Canada leveraging technology, including virtual meetings, secure online document sharing, and cloud-based accounting tools, while also offering in-person meetings when appropriate. Our goal is to make the process efficient, secure, and easy to manage.

We are well suited for individuals, families, professionals, business owners, and clients with more complex tax situations who value clarity and professionalism.

Ready for Lower Stress and Greater Clarity?

Book your introductory consultation to discuss your tax planning and preparation needs and learn how our team can support you — during tax season and throughout the year.

Start the Conversation - Book a Complimentary Intro Call With Our Team

Frequently Asked Questions

Who is Objective Tax & Accounting?

What types of tax returns do you prepare?

Do you work with clients outside Toronto?

What is the benefit of proactive tax planning?

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.

What is the difference between tax preparation and tax planning?

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.

Do you provide bookkeeping services?

How are your services priced?

Who will be handling my file?

Do you assist with CRA reviews or inquiries?

Start the Conversation - Book a Complimentary Intro Call With Our Team