Tax consulting and advisory services by Lowe CPA Inc. provide tailored tax planning strategies designed to help individuals and businesses minimize their tax burden while staying compliant with Canadian tax laws. The key components of this service usually involve:

• Personalized Tax Planning: Lowe CPA Inc. assesses the client’s unique financial situation, whether for an individual, family, or business, and identifies opportunities to reduce taxes. This may involve strategies like income splitting, tax-deferred investments, or retirement planning to minimize current and future tax liabilities.

• Qualitative & Qualitative Considerations : We understand that there are many things to consider when tackling difficult issues or decisions, and that many of them are not simply quantitative. Whether you have unique preferences things like familial equality, time horizon of cash flows, risk aversion, administrative burden, complexity, difficulty of execution, etc., we will work with you to find out what really matters to you prior to incorporating them into our recommendations.

• Business Tax Optimization: For businesses, Lowe CPA Inc. offers guidance on tax-efficient corporate structures, including incorporation, shareholder dividends vs. salary, capital gains tax strategies, and the use of tax credits such as the Scientific Research and Experimental Development (SR&ED) credit.

• International Considerations relating to Tax in Canada: Lowe CPA Inc. can advise on cross-border tax issues, such as writing opinion letters of determination for Canadian residency, evaluating foreign income reporting obligations, and analyzing tax treaty considerations, helping clients comply with Canadian laws relating to activities outside of Canada.

• Ad Hoc Analysis: Where requested the firm can review significant financial transactions ensuring the most tax-efficient approach is taken. Some examples include:

  • Real estate sales or purchases

  • Investments

  • Corporate restructuring

  • Mergers and acquisitions (either via asset or share purchase)

  • Sale of your business (either via asset or share sale)

  • Proposals for various business ventures

• Ongoing Tax Law Updates: Lowe CPA Inc. keeps clients informed of changes in tax laws and regulations, ensuring they stay compliant while taking advantage of new opportunities for tax savings.

By leveraging tax consulting and advisory services provided by Lowe CPA Inc., clients benefit from proactive strategies that not only minimize taxes but also support long-term financial growth and security.