Tax Advice & Planning

What makes us different?

J.A.Smith & Associates Inc. helps entrepreneurs cultivate their vision for success, manage their business using reliable and time-proven methods, and incorporate technology.

Tax Advice

Common tax planning issues that we might be asked to Advice on are as follows:

  • Incorporation issues and share structure
  • Sales tax implications
  • Purchasing and sale of business
  • Corporate reorganization
  • Estate planning
  • Succession planning
  • Business valuation issues
  • Notice of Objection and Appeals

Tax Planning

You can contact us by telephone, email or in person during the year.  Your annual tax preparation includes a tax planning worksheet that sets out our reasons and recommendations, including all business and personal considerations

Find Out If J.A. Smith & Associates is Right For You

Wondering where to start? Just complete the form on this page. You will receive advice from a Certified General Accountant or a Certified Financial Planner. Get answers to your biggest and smallest questions from J.A. Smith & Associates today!

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