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Tax Planning and Financial Consulting

Set your sights on the path of financial security with the help of our Tax Mechanics.Set your sights on the path of financial security with the help of our Tax Mechanics.

Empowering Clients to Create Brighter Futures

The possibilities for maximizing your taxes are extensive! To fully benefit from these options, it’s essential to have one of our experts guide you along the way.

Create your future
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Financial Consulting

Consulting with an expert gives you a comprehensive understanding of all your options. Our Tax Mechanics will work with you individually to identify the best path toward achieving your financial goals. Start planning today!

Working With Our Team

Trusted Tax Specialists You Can Count On

Our team of professional Tax Mechanics has years of experience helping clients with their financial planning, providing them with the tools they need to succeed. By partnering with us, you’ll gain access to the expertise and resources necessary to make informed decisions that align with your goals and family needs.

Personalized Packages to Fit Your Needs

Taxes aren’t one-size-fits-all! Our team prioritizes tailoring our services to align with your specific needs and goals. We offer hassle-free accounting packages that encompass a variety of services designed to accommodate your requirements.

We Resolve Your Tax Issues

Achieve the results you deserve! Our Tax Planning and Consulting services are designed for your personal and business success. There’s no tax challenge we haven’t encountered, and we’re ready to help you navigate it all. Start today by speaking with one of our Tax Specialists!

Frequently Asked Questions

Got a question? We’ve got answers. If you have some other questions, contact us directly at fraser@taxmechanic.ca

Why is Tax Planning important?

It is required to minimize tax payables and to manage generational wealth transfers. For businesses Tax Planning is need to strategize and manage cash flow to achieve efficient tax compliance.

When is the best time to start Tax Planning?

September to November; plan the following year and trigger taxable events prior to December 31 for personal tax planning. – Before you start a company – Before you start a job – When you are young-RRSP strategies – Near retirement-succession planning – When getting married, or divorced

What is a Tax Plan and its objectives?

A Tax Plan is a road map of the future for taxable events. The objective is to maintain compliance efficiently.

Are estate Tax Planning fees deductible?

No.

How much could I save with Tax Planning?

If you believe your tax return has been wrongly assessed, you can challenge it by filing an appeal. After submitting your appeal with the assistance of our tax specialists, you may need to prepare for a tax court appearance. Our experienced team will work to build your case and determine the correct amount you should owe. It’s important to note that while the CRA can take legal action to collect any balance owed, our team is dedicated to helping you protect your assets throughout the process.

 

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