Advanced Tax Consulting & Structure Design
Strategic T1/T2 tax planning, corporate structure design, COLI + CDA planning, HoldCo/OpCo setup, salary/dividends optimization, GST/HST strategies, and newcomer tax optimization， all based on years of hands-on Canadian tax experience.
Tax Strategy Designed for
Your Life, Your Business, and Your Future
Whether you are an individual, a business owner, an investor, or a newcomer to Canada, a proper tax structure can significantly reduce risks, increase after-tax income, and optimize long-term wealth.
Our advanced tax consulting service includes:
✔ T1/T2 tax advisory
✔ Corporate structure design
✔ COLI + CDA planning
✔ Salary vs dividends optimization
✔ GST/HST optimization
✔ Passive income taxation planning
✔ Capital gains planning
✔ Family income splitting
✔ Non-resident and newcomer tax planning
✔ Real estate holding strategies
Who This Is For
Core Services
Corporate Tax Planning & Structure Design
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
Corporate T Planning & Structure Design
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
Corporate Tax Planning & Structure
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
Corporate Tax Planning & Design
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
Corporate Tax Planning & Structure Design
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
Corporate Tax Planning & Structure Design
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
Corporate Tax Planning & Structure Design
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
Corporate Tax Planning & Structure Design
We analyze your current corporate setup and recommend the optimal design:
● HoldCo + OpCo
● Multi-entity structure
● Intercompany loan design
● Dividend flow planning
● Asset protection
● Salary vs dividend mix
● Passive income rules (50.17% tax, RDTOH recovery)
This helps you reduce tax, increase corporate flexibility, and prepare for future growth or sale.
How Our Tax Consulting Works
Initial Consultation (Free 15 minutes)
We understand your situation, goals, and challenges.
Detailed Tax Review
We analyze T1, T2, GST/HST, payroll, investment, and corporate data.
Custom Structure Design
We build your optimized tax model (HoldCo/OpCo, salary/dividends, GST/HST strategy).
Report & Recommendations
You receive a written action plan + tax summary.
Implementation (Optional)
We can help implement the structure:
Corporation setup | Bookkeeping setup | Payroll changes | GST/HST registration
COLI advisor connections | CRA accounts setup
Pricing
Corporate Tax (T2) Pricing
| Package | Price | Includes |
|---|---|---|
| Basic Tax Consulting | $149 | 1 hour (salary/dividends, GST/HST, rental questions) |
| Standard Tax Strategy | $299 | 2–3 hours, written summary, calculations |
| Corporate Tax Structure Plan | $699 | HoldCo/OpCo, dividends, loans, salaries |
| CDA + COLI Model | $499–$1,200 | CDA projection, policy impact model, withdrawal plan |
| Newcomer Tax Planning | $299–$699 | China → Canada, world income, foreign assets |
| Real Estate Tax Structure | $299–$899 | Corporation vs personal, CCA, capital gains |
FAQs
Q1. Is tax consulting included in T1/T2 filing?
No — this is a separate service with written planning.
Q2. Is this legal?
Q3. Do you help implement the structure?
Yes — incorporation, payroll changes, GST/HST, bookkeeping setup.
