SERVICES · TAX PLANNING & PREPARATION
SERVICES · TAX PLANNING & PREPARATIONTax planning that starts before the return is due.
Tax planning that starts *before* the return is due.We prepare and plan your corporate and personal returns together, and keep your plan up to date as tax rules change. Starting early gives you more options.
We prepare and plan your corporate and personal returns together, and keep your plan up to date as tax rules change. Starting early gives you more options.
What we cover
What we coverFrom the annual return to the sale of the business
From the annual return to the sale of the businessCorporate tax planning and preparation
Corporate tax planning and preparationPersonal returns, planned with the corporate return
Personal returns, planned with the corporate returnTax planning for the sale of a business
Tax planning for the sale of a businessEstate planning and retirement
Estate planning and retirementKeeping your plan current as the rules change
Keeping your plan current as the rules changeHow we work
How we workCorporate and personal, planned together
Corporate and personal, planned togetherMost of our tax clients have us prepare both their corporate and personal returns, because decisions on one affect the other: how you pay yourself, when you take dividends, and what selling the business would cost you in tax. Planning them together is how we find savings. We keep your plan current as legislation changes, and when a sale or retirement is approaching, we start planning early while you still have options.
Most of our tax clients have us prepare both their corporate and personal returns, because decisions on one affect the other: how you pay yourself, when you take dividends, and what selling the business would cost you in tax. Planning them together is how we find savings. We keep your plan current as legislation changes, and when a sale or retirement is approaching, we start planning early while you still have options.“
“Matt is an incredible accountant. He gives great advice when it comes to tax planning, and I couldn’t be happier!
*Matt is an incredible accountant. He gives great advice when it comes to tax planning, and I couldn’t be happier!*Teresa P.
Teresa P.Google review
Google reviewBefore you call
Before you callQuestions we get a lot
Questions we get a lotYes. Many of our clients have us handle both their corporate and personal returns, so the two are planned together.
Yes. Many of our clients have us handle both their corporate and personal returns, so the two are planned together.As early as possible. Our firm advises clients on the sale of a business, tax planning and estate planning, and starting early leaves more options open.
As early as possible. Our firm advises clients on the sale of a business, tax planning and estate planning, and starting early leaves more options open.Tax legislation changes regularly, and staying current is part of our job. When the rules change, we review your plan and adjust it.
Tax legislation changes regularly, and staying current is part of our job. When the rules change, we review your plan and adjust it.Our firm works with a variety of industries, with specialties in hospitality, physicians and not-for-profit organizations.
Our firm works with a variety of industries, with specialties in hospitality, physicians and not-for-profit organizations.Have a question that isn't answered here?
Have a question that isn't answered here?
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REACH OUTLet’s get started
Let’s get startedTell us about your business and we will explain how we can help.
Tell us about your business and we will explain how we can help.CALL
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VISIT853 Main Street East, Hamilton
853 Main Street East, Hamilton
Chartered Professional Accountants in Hamilton, Ontario. Corporate accounting, assurance and tax for companies throughout the province.
Chartered Professional Accountants in Hamilton, Ontario. Corporate accounting, assurance and tax for companies throughout the province.Firm
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Office© 2026 KLP Partners LLP.
© 2026 KLP Partners LLP.