Definitive Wealth specializes in Canadian personal and corporate tax return preparation and tax planning. We work with individuals, entrepreneurs, owner-managed businesses, and corporations. We work with clients of all sizes from local owner-managed businesses to large, multi-national, publicly-traded corporations and across many industries including technology, film, real estate, manufacturing, digital media, and insurance.
Let us help you with the following services:
Preparation of T1 Personal Income Tax Returns with Various Income Sources (e.g. T3s, T4s, T5s, T5008s, T5013s, etc.)
Unique Individual Tax Situations, Including:
Cryptocurrency
Rental Income
Investments
Death and Estate Planning
Departures from Canada
Preparation of T2 Corporate Income Tax Returns
Preparation of T4 Statement of Remuneration Paid
Preparation of T5 Statement of Investment Income
Preparation of Federal and Provincial Sales Tax Returns (e.g. GST, HST, PST)
Payroll Tax Remittances and Returns (e.g. EI, CPP, Income Tax Withholdings)
Advice on Owner-Manager Compensation (e.g. Salary, Dividends, etc.)
Accounting and Tax Workshops/Classes
In-Person and Online Course Delivery
Consulting on Post-Secondary Education and Corporate Training, in Areas Such as:
Educational Technology (EdTech)
Classroom Engagement
Assessment and Exam Design
Emergency Online Teaching
Curriculum/Course Development
Tax Advice With Respect to Business Expansion, Including to the U.S.
Purchase and Sale of a Business (Shares, Assets)
Corporate Reorganizations
Succession Planning
Setting Up a New Business
CFO/Controller Services
Effective Tax Structuring
Principal Residence Exemption
Reserves
Registered Savings Plans (e.g. RRSP, TFSA, RESP)
Lifetime Capital Gains Exemption
Tax Loss Harvesting
Contact Richard Wong (President & Owner) at richard@definitivewealthcpa.com.