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At Objective Tax & Accounting, the accounting division of Objective Financial Partners, we take a planning-first approach to income tax. For professionals, executives, business owners, retirees, and high-net-worth Canadians, taxes should not just be a retroactive exercise. A better strategy is to proactively approach tax planning to coordinate one’s finances efficiently. Our goal at Objective is to provide clients with clarity, confidence, and control, rather than last-minute stress at tax season.
Many Canadians wait too late to think about taxes. This can lead to overpaid taxes due to financial decisions that work against your long-term goals. By planning on purpose, you can align tax decisions with life goals and keep more of your hard-earned income.
A no-obligation call to explore how we can help.
A Different Approach to Tax Accounting
We are not the type of accounting firm where you simply send in your tax slips, sign an authorization form, and pay your invoice. We are tax planning accountants who are accessible to you wherever you live. We work remotely with clients across Canada using video conferencing and a secure file exchange system to deliver tax planning and cloud accounting to Canadians.
Taxes touch nearly every financial decision you make including investment choices, retirement planning, cash flow, and estate distribution. When taxes are managed in isolation, they can unintentionally undermine those objectives. Our approach to taxes ensures your strategy can also be integrated with an overall financial plan.
Why a Tax Planning Approach to Accounting Matters
A forward-looking tax plan enables you to:
- Optimize income, tax deductions, and tax credits efficiently
- Coordinate federal and provincial/territorial requirements across the country, including Québec, in both English and French
- Reduce the risk of surprises once the year is done and it is too late
Taxes are not just about compliance. They are about making informed choices that preserve and grow your wealth over time. By thinking ahead, you can identify strategies that the traditional approach to taxes might fail to reveal.
How Objective Tax & Accounting Works with Objective Financial Partners
Our tax filing process can also include a thorough review of your financial planning. This can include retirement planning, investment strategy, insurance needs, and estate planning. Objective Financial Partners is an advice-only financial planning firm that does not sell any financial products – one of the few such firms in Canada.
In this way, recommendations are clear and actionable, and considered in coordination with your broader financial planning.