Tax Planning

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

We continually invest in our team's tax education to ensure that we are always on top of new tax developments that may affect our clients' business.
Tax services offered include, but are not limited to:
  • Tax planning for individuals and corporations
  • Return preparation for: Individuals, Corporations, or Not-for-profit organizations
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning
  • CRA problem resolution
I have engaged Josh Hozack to complete my income tax return for a few years now and have gladly referred friends and family to him. He is thorough, accurate, good humored and most professional in the delivery of his work. I would highly recommend him to anyone! Thank you Josh!
- Isabelle Charland