- Auditing and Accounting
- Business Services
- Canadian Taxation Services
- Corporate Tax Planning & Preparation
- Cross Border Trust and Estate Planning
- Financial Services
- Investing as an Expat or US Connected Person
- Investing in U.S. Real Estate from Outside the U.S.
- Payroll & Business Services
- US Corporate Taxes
- US Expat Taxation Services
- US Individual Taxes
- US Tax Resolution Services
Personal Tax Planning & Preparation
Strategic tax planning is the key to meeting your personal goals. Whether you are a business owner, an executive or a professional, My Global Adviser can help.
We can help you minimize and/or defer taxes by developing a personal tax plan customized to your individual needs. Our team understands the importance of setting your retirement goals to best match your current earnings with tax-deferred savings. We also understand the importance of saving for your children’s education. We can help you use RRSPs, RESPs, and Tax-Free Savings Accounts to their best advantage.
At My Global Adviser, we are committed to providing personal tax services that not only comply with current tax laws but also provide our clients with the most beneficial tax treatment to ensure that no unnecessary tax is paid. Our team is proficient in all applicable tax rules and legislation and works closely with our clients to understand the financial and tax implications of their individual and family situations to reduce personal and family tax burdens and maximize benefits.
We provide integrated tax planning services and professional advice that helps you achieve your personal financial goals. And we stay on top of the latest tax changes and understand how such changes could impact you and your tax situation.