Tax Planning & Financial Advisory
Strategic advice to minimize taxes and build long-term growth
Libra Accountax Services provides professional tax planning and financial advisory for individuals and businesses. We help reduce tax liability, improve cash flow, and guide you with long-term strategies for financial success.
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Tax Planning & Financial Advisory
Libra Accountax Services provides strategic tax planning and financial advisory services for individuals, families, and businesses. Our experts focus on reducing tax liability, optimizing deductions, and creating financial strategies that support long-term growth. Serving Toronto, Etobicoke, the GTA, and clients across Canada.
What Our Advisory Service Includes
- Personal and corporate tax planning to reduce liability
- Retirement planning including RRSP and TFSA optimization
- Income splitting and family tax strategies
- Cash flow planning for entrepreneurs and businesses
- Guidance on investments, capital gains, and dividends
- Estate planning and succession planning support
How It Works
- Initial consultation to review your financial and tax situation
- We create a custom plan that includes strategies for minimizing taxes and building assets
- Implement strategies for RRSPs, TFSAs, income splitting, and corporate planning
- Ongoing support with yearly reviews and adjustments to keep your plan on track
Who We Help
- Individuals and families looking to reduce taxes
- Small business owners seeking financial planning support
- High-income professionals with complex tax needs
- Retirees optimizing pensions, RRSPs, and investments
- Corporations needing long-term advisory and succession planning
Documents Checklist
- Recent personal or corporate tax returns
- Investment account statements
- RRSP, TFSA, and pension contribution records
- Business financial statements (if applicable)
- Estate or succession planning documents
Frequently Asked Questions
What is tax planning and why is it important
Tax planning involves structuring your income and investments to reduce tax liability. It ensures you keep more of your money and stay compliant with CRA requirements.
Do you provide tax planning for both individuals and businesses
Yes. We provide tailored tax planning for individuals, families, and corporations to minimize taxes and achieve financial goals.
Can you help with retirement planning
Yes. We advise on RRSPs, TFSAs, pensions, and investments so you can maximize retirement savings and minimize taxes in retirement.
Do you offer estate and succession planning
Yes. We help families and business owners with estate planning, wills, and succession strategies to transfer wealth efficiently.
How often should financial plans be reviewed
We recommend annual reviews to update your plan based on income, tax law changes, or financial goals.
Do you provide advisory for investments and capital gains
Yes. We provide tax-efficient strategies for managing investments, dividends, and capital gains in Canada.
Can I meet in person at your office
Yes. We support clients online across Canada, and in-person consultations are available by appointment at our Etobicoke office.
ReviewsTestimonial
What Our Clients Say About Us
Sarah Mitchell
Small Business Owner TorontoLibra Accountax Services made my bookkeeping stress-free. Their team is professional, detail-oriented, and always ready to answer my questions.
David Chen
Business Director TorontoFrom corporate taxes to payroll, they handle everything smoothly with accuracy and transparency so I can focus on my business.
Mark Thompson
Restaurant Owner EtobicokeAs a business owner in Etobicoke, I rely on Libra Accountax Services for my taxes and bookkeeping. Their local expertise and personal attention have been invaluable.
Emily Rodriguez
Marketing Consultant MississaugaWorking with Libra Accountax Services has been a game-changer for my consulting business. They helped me organize my finances and provided clear insights that keep me on track every quarter.
James O’Connor
Contractor TorontoLibra Accountax Services takes the stress out of managing invoices and taxes. They’re reliable, easy to reach, and truly care about helping small business owners like me succeed.
Laura Bennett
Wellness Coach TorontoThe team at Libra Accountax Services goes above and beyond. They’re patient, friendly, and always explain everything in simple terms, I feel confident knowing my finances are in good hands.
Business Hours
Mon-Thu: 9:30 AM - 5:30 PM
Fri: 9:30 AM - 4:00 PM
Sat - Sun Closed
Let's Connect
Reach out to our team of experienced accountants. We're here to help with all your financial needs.