Proactive decisions
Consider tax consequences while there is still time to evaluate practical options.
Advisory Services
Tax Planning
Forward-looking tax strategies aligned with your business, family and long-term financial goals.
Service Overview
Expert help, built around your situation
Effective tax planning happens before a transaction, year-end or major life change. It considers not only today’s tax bill, but also cash flow, ownership, risk and long-term objectives.
Mava Tax develops tax minimization strategies and evaluates income splitting opportunities, corporate structures, owner-manager decisions, retirement and business succession planning. We also advise on capital gains planning and estate tax considerations.
Benefits
What professional support brings
Coordinated planning
Connect personal, corporate, investment and family considerations.
Long-term perspective
Balance current savings with retirement, succession and estate objectives.
Clear recommendations
Receive understandable action items, assumptions and timing considerations.
Who It’s For
Support designed for real-world needs
- Owner-managers and incorporated professionals
- Families with changing income or ownership
- Business owners approaching a sale or succession
- Individuals planning retirement
- Investors anticipating capital gains
- Entrepreneurs evaluating a corporate structure
What’s Included
Comprehensive service coverage
- Tax minimization strategies
- Income splitting opportunities
- Corporate structures
- Owner-manager planning
- Retirement planning
- Business succession planning
- Capital gains planning
- Estate tax considerations
Our Process
A clear path from questions to completion
You’ll know what we need, what happens next and where your engagement stands.
Goal discovery
We clarify your immediate decisions, long-term objectives and planning horizon.
Current-state review
We assess relevant personal, corporate and financial information and existing structures.
Strategy development
Potential approaches are analyzed for tax impact, practicality, timing and trade-offs.
Recommendations
We present a clear plan and coordinate required input from your other professional advisers.
Implementation review
We help monitor agreed actions and revisit the plan as circumstances or rules change.
Frequently Asked Questions
Answers to common questions
When should tax planning begin?
Ideally, planning starts well before year-end or a major transaction. More lead time generally allows more options to be considered and implemented properly.
Is tax planning only for business owners?
No. Individuals may benefit when planning retirement, investments, property transactions, family changes, estates or other significant financial events.
Can you advise on salary versus dividends?
Yes. For owner-managers, we can assess shareholder compensation strategies in the context of corporate cash flow, personal tax, contribution room and broader objectives.
Do you coordinate with lawyers and financial advisers?
Yes. Some plans require legal, investment or estate documents. With your permission, we can coordinate tax considerations with the appropriate advisers.
Related Services
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Corporate Tax Filing
Comprehensive T2 corporate tax preparation, tax planning, and compliance for businesses of all sizes.
Incorporation
Federal and provincial incorporation, shareholder agreements, and ongoing corporate maintenance.
Personal Tax Returns
Maximize your refund with expert T1 preparation for employment income, investments, rental properties, and more.
Let’s Talk
Ready to move forward with Tax Planning?
Start with a confidential conversation about your needs, timing and the right next step.