Stop overpaying taxes. Start proactively shaping your financial future.
At Accufin, we go beyond tax preparation. Our specialized Canadian tax planning services help businesses and individuals legally reduce tax burdens, leverage government incentives, and build lasting wealth—all while ensuring full CRA compliance.
Why Proactive Tax Planning Matters
"Failing to plan is planning to fail. With Canada's complex tax laws (including provincial variations), strategic planning can save you thousands annually while preventing costly surprises."
Without Tax Planning
- Reactive year-end scrambling
- Missed deductions/credits
- Cash flow surprises
- Generic advice
With Our Tax Planning
- Year-round proactive strategy
- Maximized savings opportunities
- Tax liability forecasting
- Personalized roadmap
Our Canadian Tax Planning Solutions
For Businesses
- •Corporate Structure Optimization: Ensure tax-efficient incorporation/shareholder arrangements
- •Small Business Deductions: Maximize the Canadian Small Business Deduction (SBD) and SR&ED credits
- •Income Splitting: Legally distribute income to family members at lower tax rates
- •Capital Gains Strategies: Plan asset sales/dispositions to minimize taxes
- •Succession Planning: Tax-efficient ownership transfers or exit strategies
For Individuals & Families
- •Investment Tax Efficiency: TFSA vs. RRSP vs. non-registered account optimization
- •Retirement Income Planning: RRSP/RRIF withdrawal sequencing & pension splitting
- •Capital Gains Exemptions: Leverage the Lifetime Capital Gains Exemption (LCGE)
- •Estate Planning: Minimize probate fees and estate taxes through trusts/gifting
- •Cross-Border Planning: Solutions for US/Canada tax complexities
Specialized Services
- •Real Estate Investor Tax Strategies
- •Medical/Professional Corporation Planning
- •CRA Audit Defense & Voluntary Disclosures
How We Deliver Value
Deep CRA Compliance Knowledge
Federal + provincial tax laws (AB, BC, ON, QC, etc.)
Holistic Approach
Integrates with your financial/business goals
Proactive Calendar
Quarterly reviews to adapt to life/tax law changes
Technology-Driven
Scenario modeling using leading tax software (DT Max, TaxCycle, etc.)
Ready to Optimize Your Tax Strategy?
Book a free consultation to discover how much you could be saving with proactive tax planning.
Schedule Your Free Consultation"Tax planning is 100% legal and encouraged by the CRA when compliant with the Income Tax Act. We do not engage in aggressive tax avoidance schemes."
"Results vary based on individual circumstances. Past savings are not guarantees of future outcomes."
Frequently Asked Questions
Fees start at $100 for an annual plan. We provide fixed-price proposals after your assessment.
No! Canadians at all income levels benefit—especially business owners, investors, and retirees.
Yes. We amend prior returns (up to 3 years) to claim missed deductions.