Stay compliant and save tax with Exchequer CPA

Here at Exchequer CPA, we know that nobody likes paying more tax than they have to. We also understand that tax can be confusing, stressful and overwhelming for individuals. We’re here to help. Believe it or not, Canada’s tax laws are actually designed to help entrepreneurs defer tax and sometimes avoid it altogether (e.g., when selling a business). However, they are complex, and contain many pitfalls that our advice and experience in taxation matters can help you avoid.

Custom advice on taxation matters

We offer accounting and tax advice tailored to the needs of private corporations and high net worth individuals. If you have investments and/or businesses generating high levels of income then you need an advisor with the skills, knowledge and experience to ensure you are benefiting from tax provisions that are applicable to your situation.

Protecting your wealth

As your wealth grows, your financial situation usually becomes more complicated. Managing investments, businesses and shares are just some of the things that make it so difficult. Exchequer CPA understands. Working with us gives you a significant advantage. You can rest easy knowing our specialist team have dealt with a range of tax and financial issues across large, complicated portfolios (including cryptocurrency). So whether you are just starting, or you incorporated your first business years ago, our extensive experience in this sector gives us the understanding and dedication to help you develop sound financial plans…without the stress!

Passing on your wealth

You’ve worked hard to grow your wealth and build your assets. It makes sense to carefully plan so that your estate is not burdened with unexpected tax and other liabilities after your passing. First, our team will collaborate with you and your legal advisors to understand your situation. Then, we advise on ways of passing on your business and personal financial assets to your beneficiaries in a tax-efficient way.

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