Personal Tax
A strong personal tax strategy involves much more than simply preparing and filing your tax return. High net worth individuals, business owners, corporate directors and executives often face complex tax 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. We provide advice on a range of personal tax considerations to ensure you’re meeting your tax obligations while minimizing your exposure.
-
No Charge Tax Returns
We're offering healthcare students and medical residents and their spouses complimentary personal tax preparation and business advice. When you’re busy, that April 30 tax deadline can easily sneak up on you and we want to help you be ready.
Solutions for Your Success
-
Canadian Personal Tax
We develop a customized plan tailored to your individual needs to ensure you get the most out of tax-saving opportunities, including: Personal tax planning and advisory services, Owner-manager tax planning and advisory services, Financial and retirement planning and Personal, trust and partnership tax compliance.
-
U.S. Personal Tax
Whether you are a U.S. citizen or green card holder in Canada, or a Canadian resident, MNP tax advisors bring an in-depth understanding of tax laws on both sides of the border, helping you avoid or minimize double taxation.
-
Trust and Estate Tax
Reduce the risk of probate fees and other related costs; our estate planning services include: Income tax planning, Will planning, Structuring estate freezes, Use of insurance as a planning and investment tool, Post-mortem planning, Reviewing trusts for income splitting and Charitable gift planning.
-
Succession Planning
Succession planning is a complex process and should be started sooner rather than later. Your MNP tax advisor can assist you with: Tax planning and advisory services, Business valuation, Retirement planning and Business succession planning.
-
Personal Wealth Planning
We work with you to optimize your portfolio by delivering a full range of planning strategies, including: Financial planning Asset protection Estate and business succession planning Tax planning for income splitting and intergenerational transfers of wealth
Insights
-
Progress
November 29, 2023
Case Study: Estate Planning for the Future of Disabled Family Members
This case study illustrates how to provide for loved ones with disabilities when estate planning. Samuel and Sarita are caring for their disabled son as well as for Samuel’s mother and want to plan for the future in a tax-efficient manner.
-
Confidence
November 29, 2023
How recent tax changes impact professionals and professional practice owners
Explore the impact of recent tax changes on Canadian professionals and gain insights into planning ahead for professional practices.
-
Progress
November 15, 2023
2023 year-end planning tips for professional service providers
Gain essential year-end tips for professionals: tax planning, insurance review, risk management insights, and digital transformation guidance from MNP.
