Your Tax Strategy Partner

We don't just prepare your taxes – we sit down with you every quarter to map out strategies that actually save money. Real planning, genuine partnership, measurable results.

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Built on Real Relationships

You know that feeling when your accountant actually calls you back? When they remember your business situation without you explaining it every time? That's what we're about.

I've been working with business owners for over twelve years, and here's what I've learned: the best tax strategies come from understanding your actual business, not just your paperwork.

"Kade saved us ,000 last year by suggesting we restructure our equipment purchases. But more importantly, he explained why it worked for our specific situation." – Meridian Construction

How We Actually Work Together

Forget the annual scramble. We meet quarterly to review your numbers, plan ahead, and catch opportunities before they disappear.

Deep Dive Discovery

We spend real time understanding your business model, cash flow patterns, and growth plans. No shortcuts here – good strategy requires good information.

Quarterly Strategy Sessions

Every three months, we review what happened, adjust what's not working, and plan the next moves. These aren't quick check-ins – we block out proper time.

Year-End Execution

By December, we're not scrambling to find deductions. We're executing a plan we've been building all year, with moves that actually make sense for your situation.

Kade Morrison

Tax Strategy Specialist

What We Actually Know

Corporate Structure Optimization

Sometimes the way you're set up is costing you thousands. We look at whether you should be incorporated, if your salary-dividend split makes sense, and when it might be time to consider a holding company structure.
Equipment & Asset Planning

The timing of major purchases can swing your tax bill by tens of thousands. We help you understand depreciation rules, bonus depreciation opportunities, and when leasing might beat buying.
Multi-Province Tax Coordination

Operating across provincial lines? We navigate the allocation rules, understand where to claim expenses, and make sure you're not paying tax twice on the same income.
Owner Compensation Strategy

The salary-dividend-bonus equation changes every year with tax law updates. We run the numbers to find the sweet spot for your specific situation and family income needs.

When Planning Actually Works

Raven Tech Solutions

They were growing fast but burning through cash on equipment. Every purchase was reactive, and their tax bill kept climbing despite heavy investments.

We mapped out a three-year equipment replacement schedule, timing purchases for maximum tax benefit while improving their cash flow predictability.

Westbridge Manufacturing

Operating in three provinces with unclear expense allocation. They were essentially guessing at their tax filings and worried about audits.

We established clear allocation protocols and restructured their inter-company arrangements. Now they sleep better and their filings are bulletproof.

Ready for a Different Approach?

We're starting quarterly planning partnerships in September 2025. If you're tired of tax season surprises and want a strategy that actually fits your business, let's talk.

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