We use a 360-degree approach to help you achieve alignment. Here are the tools we use to get there.
Tax planning for individuals, partnerships, companies and trusts: Strategies to legitimately minimize tax
Tax planning for individuals, partnerships, companies and trusts. Strategies to legitimately minimize taxes.
Creating an optimal corporate structure that integrates your personal and business objectives
Periodic meetings with your management team to ensure your enterprise is on track with its annual plan
Tools to create a turnkey business and strategies to achieve the highest after-tax sales proceeds, possibly even tax-free
Preparing to, and then transferring ownership and control of your business to family members and/or professional managers
Flawless execution of your engagement by our team.
Annual financial statements, corporate, trust and personal tax returns. Filing HST and EHT returns. Preparation of T3s (trust income), T4s (salary income) and T5s (interest, dividend income) and related summaries.
Comprehensive support in the event of an audit by the CRA or other government authority
Prepare materials for your bank, meet as required with your bankers, monitor bank covenants
Building your business by improving profitability
Ensuring your business has the appropriate key performance indicators and metrics to gauge at a glance whether the business is winning or losing
Working with an advisor to design your investment portfolio to achieve your objectives
Ensuring your net worth is growing as required to meet your life objectives
Managing the risk of death or disability and the related healthcare costs.
Answering the question, “How much will I need to live the way I’d like to?”
Designing a plan to distribute your assets to those you care about it, in an orderly and tax-efficient way
Typical accountants are historians. But to chart a bold path forward, you can’t rely only on past performance. Koff & Associates is a new kind of accountancy. We take a 360-degree approach to optimize your future with the best outcomes for your business, your personal life and your legacy.