If you want to keep more of your hard-earned money, this is exactly the right time to engage in tax planning with FBC’s Advanced Tax Planning.
During your in person session, our experts will review dozens of customized tax-planning scenarios and the actions you should take before year-end to optimize your return.
Members who took advantage of Advanced Tax Planning last year realized, on average, a $6,500 value following their session.
Whatever your current situation, you’ll walk away with a plan that gives you time to consider and act on a variety of options before the calendar year-end deadline passes.
An Advanced Tax Planning appointment will help you determine your best tax-savings options:
- Pay dividends or staff bonuses
- Purchase or dispose of capital assets such as plant, property, or equipment
- Have a review of your books and create an action plan that will optimize your tax return
- Perform payroll calculations and ensure remittances are made on time
- Strategically defer sales invoices, depending on the completion of the work
- Learn about and respond to tax changes that will impact you in the coming tax year
- Optimize social benefits, tax credits, CCB benefits and income splitting
- Manage any revenue received from government programs and assistance
- Manage any revenue from government programs like AgriStability or drought deferral, if applicable
- Consider the pre-purchase of inventory, equipment, livestock, inputs and fuel
- Know your tax liability months in advance
- Create time to make instalment payments, if needed based on current year
FBC Member Pricing :
$420
FBC PULSE Bookkeeping Member Pricing:
$210
We deliver value, or the service is free.
We guarantee you’ll find value in our Advanced Tax Planning Service. If you don’t, the service is free.
Maximize Your Financial Future with FBC's Financial & Estate Planning Services
At FBC, we specialize in helping Canadian business owners build and protect their financial legacy. Our Financial and Estate Planning services provide personalized guidance to help you navigate complex tax, retirement, and succession planning needs.
Let us know if you would like to connect with an FBC Financial Advisor in your area and take the first step in building a secure future for yourself and your loved ones.
Don't just take our word for it. Our Advanced Tax Planning Service can help you plan and save.
"Year over year the early tax call really helps with the financial and tax planning for our operations. The accountant is very professional and has always supplied us with good ideas and a good plan. "
- Robert H. Member since 1978