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Tax Advisory

At KBFP, our trusted team of professionals will ensure that you and your business receive accurate, relevant tax management solutions. Our service package is designed for your specific needs, and includes a comprehensive menu of services from corporate and personal taxes, to trust and estate taxes. We know how important tax minimization is to every business (and individual), and we make certain that you pay only the minimum in taxes – with appropriate deductions; obtainable credits; and innovative strategies. Our objective for every client is to maximize financial business performance, and ensure that individuals retain maximum amounts of capital to build future wealth.

We achieve success when our clients achieve success. Our specialty is in tax management, planning and counsel - for entrepreneurs and for owner-managed businesses. And because today’s tax laws are confusing and ever changing, it’s important to associate with a firm like KBFP, where our everyday business revolves around tax law. Our tax advisory approach keeps you abreast and up-to-date on current events, so that business response can be premeditated, strategic and deliberate. We also provide clients with tax planning solutions related to company restructuring; future succession plans; international business operations; commercial growth; funding and financing; and routine day-to-day operations.

KBFP is proactive with every client - its one of the keys to our success, and ensures our primary goal of tax minimization. This approach applies equally to tax compliance, where we explain complicated tax laws in simple terms, thus providing a worry-free service that allows a business owner to focus on the business of doing business.

For clients in Concord, and throughout the communities of Dufferin County, KBFP provides innovative tax planning solutions in a timely and effective manner. We know that tax compliance is a weighty burden when doing business in Canada; so keeping our clients informed and up-to-date is key to accommodating all of the requisites and requirements.

KBFP also provides a specialized tax compliance service relative to estates and beneficiaries, including year-of-death returns, estate tax returns, family trust returns, and post-mortem planning. Again, our proactive approach makes certain to avoid unnecessary taxation, while establishing workable options for the future. Estate planning, for example, may well include structuring estate freezes as part of a tax planning strategy and succession plan.

For more specialized businesses, KBFP has the expertise to expedite such claims as Scientific Research and Experimental Development Tax Credits (SR&ED). Your business may be developing a brand new product; or improving production/manufacturing methods; or even reducing the environmental impact of a particular process. KBFP can help you to improve the chances of success for an SR&ED credit claim.

Our corporate tax services are all-inclusive: we prepare corporate tax returns; manage T-slip summaries; prepare and file tax elections; and advise on the tax implications of proposed or upcoming transactions. We also counsel on business purchase and sale; corporate reorganizations; asset transfers; amalgamations and wind-ups. And when it comes to personal taxes, we prepare personal tax returns; recommend retirement planning options; and identify family tax opportunities that minimize taxes.

KBFP is well established in Concord, and throughout Dufferin County, with an array of business clients and individuals who benefit from proactive tax planning solutions that deliver results.

CALL NOW 905-761-8080
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OUR TEAM

Robert Pellegrino, CPA, CGA

905-761-8080 ext. 224
rpellegrino@kbfp.ca 

Philip Bright, CPA, CGA

905-702-1730
pbright@kbfp.ca

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