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.

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

    • Performance

      September 12, 2025

      How will the CRA’s significant GST/HST update impact your dental and orthodontic practice?

      How will the recent GST/HST update impact your dental practice? Understand the new requirements for claiming ITCs and opportunities for GST/HST refund claims.

    • Confidence

      September 03, 2025

      Navigating the end of de minimis: Strategies for Canadian businesses

      The U.S. will suspend the de minimis exemption for commercial shipments on August 29, 2025. How can Canadian businesses navigate this policy shift?

    • Confidence

      August 12, 2025

      Ontario government grants for businesses: 2025 guide to economic development support

      Ontario businesses have access to a wide range of government grants and funding programs — whether you’re a small manufacturer, rural entrepreneur, or a tech startup. This article summarizes the Ontario government economic development grants and funding programs available in 2025 to help you build resilience, invest in innovation, and expand your operations.