an association of independent practices

Do you have the right income tax solutions?

We can thank Sir Thomas White, who in 1917 introduced personal income tax ... as a temporary measure to raise cash to finance Canada's effort in the First World War ... for our annual tax bills.  The war is over but personal tax remains and has evolved from a few page concept to a three thousand pages plus, complex document.  Professional income tax preparation is a complex process that considers all sources of income and all  means available to defer and minimize taxes payable.

Even if you only have employment income; a T4 and an RRSP contribution slip, we can help you.  Building your retirement asset involves careful planning.  Every dollar that you save in income taxes will contribute to your retirement asset ... and speed up your retirement date or increase your wealth at retirement.

We think that tax solutions involve more than minimizing your current tax bill. We look ahead to your retirement and maximizing after tax cash flows.  In some cases, RRSPs are not the right solution.

We evaluate your retirement income under several different scenarios including RRSPs, cash surrender value of insurance policies, overbuying your primary residence and investing in non-registered securities. We don't promote or sell investments; our advice is completely unbiased.

Get started with a free accounting and taxation consultation

  Professional services:
- Personal & small business income tax planning.
- Personal & small business corporation tax return preparation.
- CRA tax reassessment appeal management & audit supervision.
- Interim & annual financial statements.
- Accounting information systems design & implementation.
- Small business consulting.
- Bookkeeping services.

 Website Use and Disclaimer:
This website is designed and maintained for the use of the clients of Grant Moberly, CGA.  Its purpose is to provide general information, make clients aware of important changes and new developments, and to provide contact information. It is not intended to provide any advice on any tax, accounting, or any other matters. Each client's situation is different and requires personal attention.  This website uses java scripts. To view the full content you may be asked to allow java scripts.

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You will need the services of a professional accountant at some time in your life.  If you have investments, estate issues, business accounting and tax concerns, a professional accountant can help you. Select an accountant who has time for you, takes an interest in you and your financial affairs, and who has experience in matters that affect you. I encourage my clients to view accounting and income tax as one part of a complete financial strategy. The idea behind minimizing taxes is to increase wealth. My firm works closely with Certified Financial Planners, stock brokers, and lawyers to help you to keep your money and make it grow.  We can ensure that your tax planning is consistent with your overall financial plan.

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