Tax and Estate Planning

We offer a full range of income tax planning services to help you manage how much tax you pay and when you pay it.  Our services include:

  • Establishing a holding company to protect your financial assets.
  • Establishing a family trust to protect assets and split income between family members.
  • Restructuring share holdings to increase the tax efficiency of your business structure.
  • Developing plans to minimize tax on large transactions like the sale of your business.
  • Tax planning for the succession of your business.
  • Minimizing tax on funds you withdraw from your business.

    For any tax planning questions you have, please reach out to our office and let us assist you.

    • Accounting

    Assisting you with all of your accounting and tax compliance needs is one of our main focal points.  Our service objectives are to:

  • Develop a plan to minimize overall taxes.
  • Provide an easy to follow schedule so that all taxes are paid on time.
  • Help business owners understand their financial statements.
  • Help business owners plan for retirement.

    We are proficient in the preparation of year-end financial statements, federal and provincial corporate tax returns, and GST returns, and will help you understand these documents and your regulatory compliance.  We will also prepare salary-dividend analyses, including the tax impacts of each, and provide payment schedules to make sure that you stay on track. 

    • Bookkeeping

    Our bookkeeping division prides itself on being one of the most technologically advanced in the sector. By leveraging advances in software technology, our professionals are able to spend more time assisting clients with important matters, and not just sorting through receipts. We offer both traditional bookkeeping services as well as cloud-based bookkeeping options. Our cloud-based bookkeeping services have turned what was once a tedious job into a task finished with the click of a button. Our bookkeeping service includes:

  • Assistance with month-end procedures.
  • Monthly bookkeeping, including the entering of transactions and expense tracking.
  • Preparing flexible budgets for use in your business planning and operations.
  • Monthly or quarterly reviews with management.
  • Cash flow projections.

    • Other Services

    The full range of services offered at Tetz Powell Professional Corporation is not limited to the examples provided above.  For any other accounting, business, and tax planning needs — including advisory, succession, and risk management — reach out to us to for our expert knowledge and excellent client service.