Integrated tax planning strategies

During your lifetime, you will spend more on taxes than any other single item. Rapidly changing and increasingly complex legislation, shifting business structures and changing markets make the development of flexible, comprehensive tax strategies critical to your success. At Neal, Pallett & Townsend LLP, all our professionals focus upon practical, value added tax planning.

 

We are unique as a local firm with the depth or our professional advisors who practice exclusively in the area of tax planning strategies and services. Glenn Hardman, Tax Partner, Doug Plummer, Tax Partner and Tanya Durys, Manager comprise our tax group with over 45 years of experience in their combined tax practice.

Your business and personal situations are complex and sophisticated. We provide sophisticated, yet practical, tax planning and advise, with the proactive and personal involvement available in a local firm environment..

Our integrated approach

Our tax practice is comprised of several skill or practice areas, many of which involve specialized knowledge. All these practice areas overlap in addressing your comprehensive tax planning strategy.

Our starting point is to understand you and your business. Our approach is to bring to bear all of the various components of our practice to your personal situation.

  • Estate and succession planning
  • Corporate/business structuring
  • Integrated tax minimization planning
  • U.S. tax consulting and return preparation
  • GST, PST and property taxes
  • WSIB, EHT and payroll taxes
  • Personal tax return preparation
  • Corporate tax return preparation
  • Tax audit representation

You are confronted with a multitude of business and personal issues with significant implications to the financial resources of you and your family. You are consumed by the day to day operations of your business. You need professional advisors on your team to provide answers and to develop and coordinate cohesive tax strategies for your long-term success.

A few examples of issues you may face:

  • Is your documentation sufficient to withstand a Provincial Sales Tax Audit?
  • Doing business in the U.S.? Are you complying with the various state and federal filing requirements?
  • Expanding into the U.S.? Have you considered the various ways of structuring the business?
  • Curious about ways to minimize probate fees? Have you considered your will planning?
  • Is your business structured for income splitting benefits? Have you considered succession strategies for your business? Does your partnership or shareholder agreement integrate with your will and estate planning?

The list goes on and on... We have the in house tax professionals to address these issues with you in a coordinated fashion. We are on your team!