Taxation & Tax Planning Services
Taxation is probably the issue that brought you to us in the first place, so let's talk about tax for a moment or two...
Ourt tax work broadly covers three main areas:
- Tax Planning
- Tax Compliance (such as tax return completion and submission)
- Tax Mitigation (such as tax appeals)
Fortunately, we do understand taxes, even though they were beyond the grasp of dear old Albert. Now do not take that the wrong way, we are not saying we are smarter than Einstein, just that we are smarter than him at Tax Planning, Compliance and Mitigation!
Our people have spent a lifetime dedicated to helping entrepreneurial business owners, just like you, plan their affairs in the most tax-efficient manner possible.
Paying as little tax as possible
It is not unusual for you to be able save substantial amounts by allowing us to look at a wide variety of different options for you. In fact, we have done for many clients, and we would like to be able to do the same for you too.
From corporate taxes to family trusts, from personal taxes to corporate restructures and many other scenarios, we have been involved in some very high-end tax planning for high income and/or high net worth individuals, families and corporations.
Avoiding late filing penalties
We will work with you after your year end to remind you that your financial statements are due and we will follow up with a phone call to ensure that you provide us with the information we need on a timely basis, thus avoiding late filing penalties and interest payable to the Government.
Selling the family business
When you're selling the family business, you only get one shot at getting the deal structured right. Many issues of any deal have to be considered and they will all have some impact on the eventual amount of tax that is due on the sales proceeds.
We imagine that most of our clients would like to keep that liability to a minimum, so we work with entrepreneurs to help them position the deal in the most tax-favourable manner possible.
If you would like an independent review of your situation, or just want to come in and talk about your tax situation, please feel free to call us and arrange a no-obligation, confidential meeting.