Tax Planning and Preparation

Tax planning is a very important piece of your overall financial puzzle and requires special consideration. Some accountants are good at getting the right numbers in the right boxes, but not all of them provide much tax planning.

Whether it is planning related to your investments, how and when to start your pensions, which accounts to draw from first in retirement as you decumulate your savings, whether to incorporate, or any other tax-driven decision making, we can help.

Objective Financial Partners offers personal, corporate, and trust tax return preparation services to clients. We can prepare and electronically file your tax return with the Canada Revenue Agency and will incorporate tax planning with your overall financial plan.

Our services include:

• T1 personal tax returns
• T2 corporate tax returns
  • Compilation engagements with notice to reader financial statements
  • T4/T5 slips
  • GST/HST returns
• T3 trust and estate tax returns
• Section 216 returns for non-residents
  • NR4 slips
  • NR6 slips
• Bookkeeping for sole proprietors and incorporated business owners
• Tax planning