Tax Services & Estate Planning

Method has extensive expertise in Canadian taxation, providing a wide range of tax planning and compliance services to mid-market organizations and their shareholders. Working one-on-one with clients we have delivered effective advice and strategies for corporate and personal tax planning, estate and succession planning, corporate reorganizations, as well as strategic planning for mergers and acquisitions. Method strives to fully understand your business allowing us to tailor solutions to meet your financial objectives.

• Canadian Corporate Tax Planning

• Personal Tax Planning

• Trust & Estate Planning

• GST, HST, & PST Tax Services

Canadian Corporate Tax Planning

An effective tax strategy ensures you are not paying more tax than necessary, allowing you to put more funds back into growing your business. From corporate structuring and employee remuneration to intercompany transactions and provincial, capital and payroll taxes, we review all facets of your business to minimize your tax exposure. We can help you with:

• Tax planning and structuring to minimize taxes

• Advice on the tax implications of proposed transactions

• Provincial tax planning

Personal Tax Planning

Small business owners and high net worth individuals often face complex tax planning scenarios. We help you keep up with changes in tax legislation, develop an effective financial plan and protect your personal and family wealth, as well as your estate’s value. Method can provide advice on a range of personal tax considerations to ensure you’re meeting your tax obligations while minimizing your exposure. We develop a customized plan tailored to your individual needs to ensure you get the most out of tax-saving opportunities.

• Personal tax planning and advisory services

• Owner-manager tax planning and advisory services

• Financial and retirement planning

• Personal, trust and partnership tax compliance

• Residency Issues

• Real Estate Transactions

• Shareholder Tax Planning

• Corporate Reorganizations

Trust & Estate Planning

Now that you’ve established a comfortable level of wealth, you want to safeguard it for your children, grandchildren, and causes you care about. At Method our Trust and Estate Professionals will work with you to put the right plan and structures in place to satisfy your goals now and to provide continuity should your situation change. We develop a plan to help give you control and continuity today, and through the important transitions in your life. We facilitate the transfer of assets to family members, including those with special needs. In addition, we provide management of assets in the event of incapacity or death, as well as creditor protection planning.

• Financial care management

• Business succession planning

• Tax planning

• Philanthropy

GST, HST, & PST Tax Services

Most small business owners are not aware of the impact and pitfalls that can arise from the various sales taxes (GST/HST/PST). Canada operates within a complex tax system and the lack of standardization across our country can be a challenge for domestic and foreign corporations operating in Canada.

• Sales tax liability assessment

• Tax optimization strategies

• Developing and reviewing systems and procedures

• Assisting you with training and compliance