Tax Planning

Tax planning is a key element to wealth creation and can help reduce the liability of the taxpayer (or group of taxpayers) to income and other taxes.

Also known as tax-effective investing, tax planning is common practice, and all taxpayers are entitled to arrange their financial affairs through planning – as long as the boundaries of the law are adhered to.

Just imagine what you could do with your savings when you have an effective tax plan in place!

The dedicated specialist team at EVZO is expert at providing effective tax planning services, applying our extensive business experience and deep understanding of CRA guidelines to ensure all tax minimisation options are explored.

Tax Planning Services - EVZO

Our tax planning services include: 

  • Individualised tax ‘health check’ and tailored recommendations
  • Implementing tax saving strategies for any investments
  • Providing forecasts on tax payment obligations
  • Managing tax payments in advance
  • Following up on tax refunds on your behalf
  • Tax advisors & consulting
  • Corporate tax advisors

The team at EVZO welcomes the opportunity to demonstrate how our tax planning strategies can benefit your financial position. We also have the capability to handle tax returns of all types, from personal tax lodgments through to more complex returns for companies. Visit our Tax Returns page to learn more about these services or contact us to start the conversation today.

"Having a trustworthy virtual bookkeeping service lets us focus on growing our business, knowing our books are in good hands!”"

- Kathryn Morrison Co-Founder, CTO • Precision Analytics

"Bookkeeping for my restaurant business was a couple years behind when I contacted EVZO, which seemed like a very daunting task. They offered very fair rates and patiently prompted me for reminders to get any further documentation over to get things completed. Full transparency for charges, with prompt, professional, friendly, and understanding interactions. Really took the gut wrenching stress out of the process and made me feel instantly in good hands. Highly recommend!"

- Steve Auty

"The service and expertise provided from Evzo has been outstanding. They have helped my business stay organized and on track in all financial areas. I would recommend them to any business seeking a bookkeeping partner."

- Peter Mancini

Have Questions?

Learn how EVZO can help your business. Get in touch today and receive a detailed action plan.