Comprehensive personal, corporate, and trust strategies to minimize and simplify your taxes.
We coordinate strategies across your personal, corporate, and trust entities to minimize the overall taxes you pay. We also offer personal, corporate, and trust tax return preparation as an optional retainer service.
Personal Tax Services
Our personal tax service is designed to ensure you and your family keep more of what you earn. Your tax planning strategies will be personalized to your needs—including long-term disability, foreign assets and income, and philanthropy to help minimize your taxes.
Corporate Tax Services
From start-up to succession, we provide planning to support every stage of your business. Collaborating seamlessly with your corporate lawyers and other professional advisors, we ensure your tax and financial strategies are fully aligned.
Your corporation’s after-tax value is always top of mind. In particular, we consider the long-term impact of salary vs. dividend strategies on your current and future personal income. We also help you navigate the complex rules governing loan transactions from your corporation to your personal accounts.
When you choose to have Stewart & Kett prepare your corporate tax filings, we assist with payroll, GST/HST, investment income reporting, capital dividend reporting, and foreign property. We also manage correspondence with tax authorities on your behalf.
Is a Trust Right for You?
We guide you through the advantages of trusts—such as income splitting, asset protection, and control—and the challenges, including special tax requirements and added complexity. We also take into account your unique family circumstances, including young children, other dependents, and family law issues.
When you choose Stewart & Kett to prepare your trust tax return, we assist with investment, property, foreign assets, and income allocation reporting.