PERSONAL TAX

A sound financial plan is a key part of effective tax planning. Without it, an individual may miss important tax benefits or risk tax liabilities.

Whitefox Accounting help those planning and preparing their personal tax returns minimize what they owe, take advantage of tax deductions and maximize their tax refund potential. Staff also provide advice on

  • capital gains

  • multi-year filing

  • disability tax credits

  • educational tax credits

  • retirement savings plans

  • retirement and succession planning

  • trust returns

  • estate/trust planning

  • final returns for deceased persons
     

ESTATE TAX

Clients’ goals and circumstances may change: Whitefox Accountings’ flexible, proactive approach allows staff to tailor recommendations accordingly.
Individualized, comprehensive estate and succession plans allow for

  • preservation of wealth over the long term

  • orderly transfer of assets to beneficiaries and security for the surviving spouse
     

Whitefox Accountings’ knowledge of tax compliance for estates and family trusts helps clients minimize tax burdens, make sense of complex processes and create peace of mind.

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