Tax Planning and Consultant in Toronto

Taxes are a simple fact of life. Every Canadian will be affected by taxes in one way or another. Without a strategy, it can have overarching impacts on your income, estate, investments, assets, and your family.

Year over year, tax planning continues to be one of our most popular services. We help hard-working Canadians minimize their tax impact.

We also keep them informed on the latest news from the Canada Revenue Agency. With rules changing every year, we can ensure you are on the right path when it comes to saving, spending, borrowing, investing, and the ways they affect your taxes.

The most common mistake we see clients make is to wait until late April to start outlining their tax plan. In reality, there are a variety of financial strategies you can implement throughout the year that can help work down the final amount of tax owing. We outline rules, credits, and contribution options that you may have missed, and can now capitalize on going forward.

For 25+ years, Kurt has been advising clients in all areas of financial planning. Being an instructor for the Chartered Professional Accountants of Ontario, he brings academic expertise and technically sound planning strategies to your finances. With Kurt Rosentreter, you can rest assured you are in good hands.