Expert Tax Planning Strategies for Canadians
Common problems small and medium business owners face when it comes to proactive tax planning:
Complex Tax System
Difficult to navigate the constantly changing tax laws making it hard for business owners to understand, comply and plan.
Changes in Business Structure
Structural changes, such as mergers and acquisitions, have significant tax implications. Complex tax rules make it hard to establish the most tax-efficient decisions.
Absence of Estate Planning
Business owners do not want to think about planning for death and are not aware of the various tools available for tax-efficient estate planning.
Planning for Succession
Many business owners do not have a plan in place for passing on their business to the next generation or selling it to a third party.
Managing Capital Gains
When a business owner sells a business or any of its assets, there may be capital gains tax implications.
Minimizing Tax Liabilities
Business owners are not aware of the several tax strategies available to minimize or defer taxes and keep more money in their business.
Cross-Border Transactions
Businesses that operate internationally, or have customers or suppliers in other countries, face additional tax challenges related to cross-border transactions and compliance with foreign tax laws.
Accounting for Tax Planning
Proper accounting is critical for tax planning, but some businesses do not have the necessary resources to manage effectively, leading to mistakes in tax planning and reporting.
Lack of Proactive Professional Advice
Business owners may not have access to the expertise of tax professionals, making it difficult to plan proactively.
If you are facing any of the issues above, you have landed in the right place.
Welcome to SBLR!
At SBLR, we understand tax planning is a crucial part of running a successful business in Canada. Our team of experienced professionals is here to help you navigate the complex world of taxes and maximize your wealth.
We offer a wide range of services to make sure you’re up-to-date and taking advantage of all available savings and credits. From filing your corporate tax return to estate planning, we’ll make sure you are in compliance with all the applicable laws and regulations.
Our services include
- Corporate tax planning and restructuring
- Estate and trust planning
- Business succession planning
- Shareholder remuneration strategies
- Capital gains planning
- International and U.S. tax consulting
- Probate tax planning
- Life insurance planning
- Due diligence reviews
- Business planning consulting
- CRA disputes, audits, and objections
- GST/HST research and compliance
And so much more!
Our promise
Customized tax planning
Our team of tax professionals will work closely with you to ensure your tax strategy is structured to meet your business and individual needs and goals. We do not believe in a one-size-fits all approach.
Value for money
With a proactive approach, our team is committed to providing you with the highest standard of service and solutions. We value being practical with your money.
Progressive solutions
Our team is constantly developing and updating their skillset to ensure we provide you with relevant tax options and recommendations available to reduce your tax burden and maximize your wealth.
Team approach
We start by meeting with you to understand your situation and goals. Then, we work with you and all your relevant advisors (bankers, lawyers, insurance consultants) to develop an all-encompassing tax plan.
With our help, you can rest assured that your tax planning needs are being handled by experienced professionals who have your best interests in mind.
What Our Clients Say About Us
Ready to save time and money?
Contact us today to learn more about our tax services.