estate planning oakville

Estate Planning in Oakville

GTA Accounting is experienced in estate planning in Oakville. We'll ensure all taxes are minimized in all stages of wealth transfer.

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GTA Accounting is a highly rated CPA Firm in Toronto

With over 200 5-star reviews on Google, GTA Accounting has also won awards on Clutch 2 years in a row, featured in the Toronto Star and is one of the Best Companies for 2022 on "ThreeBest Rated".

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Estate Planning Services in Oakville

Estate planning services in Oakville are vital if you want your assets, money, and business to end up in the right hands. That is where our accounting firm can help you out. You don’t have to plan your estates yourself. Just contact our expert CPA, and he will take care of it all for you. You can ensure that after you pass away, your business survives and that it gets into the right hands.

Here at GTA Accounting, we have a well-experienced CPA specifically for estate planning who will work with you to develop a tailored and personalized estate plan. He will also explain different tools that could be used in estate planning. Furthermore, we also advise you and assist you with decision-making, so you don’t have to worry about it later. Most of our clients who come in for the estate planning falls in one of the categories below

  • Owner of a family business. Your business could be a corporation, a partnership, or a sole proprietorship.
  • Family members of business owners.
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Why choose gTA Accounting for estate planning

Being an owner of the business, you might go through many challenges while doing your estate planning. For instance, you’d have to ask yourself how long you want to keep doing business? If you want the company to stay in your family? Can a family member handle your business completely? Do you know another successor who can run the business better than your family member?

You have to be clear on your objectives, and the best way is to discuss the options with our highly professional and knowledgeable CPA. We have been dealing with estate planning for more than a decade. We can guide you on how you can reduce the taxes payable during your lifetime and at the time of death. We also provide details on the complexity of the taxes and how you can reduce them where applicable.

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Helping You With Estate Planning in Oakville

You have worked hard all your life to achieve your financial goals. Now you don’t want your wealth taken by the government or utilized contrary to your wishes. GTA Accounting in Oakville will help you accomplish two goals: distribute your assets according to your desire and minimize the liability of taxes. When the asset is distributed according to your wish, your property will remain with the people you care about the most.

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Work With Professional Estate Planning Accountants in Oakville

Our CPA at GTA Accounting not only helps you with the estate planning but also guides you on the things related to estate planning, which includes:

  • Buying and selling agreements
  • Succession planning
  • Planned giving
  • Tax filing after death
  • Listen to your goals and amend any changes needed to minimize the tax
  • Action plans will be provided to help you make decisions

As the estate taxes can be complex, partnering with GTA Accounting for all your estate planning will help you be assured your taxes are completed accurately and on time. We make sure that we follow all the rules and regulations regarding estate taxes and handle the difficult things.

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Why Clients Choose
GTA Accounting

The majority of our clients stay with us long-term due to our availability, transparent pricing and quality of service in addition to our evolving knowledge of tax laws.

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Meet Our CPA

Nathan Kazmierski cpa toronto

Nathan Kazmierski, CPA

Tax & Assurance Partner

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Sukhdeep Thind, CPA, GTA Acclunting

Sukhdeep Thind, CPA,
CGA, FCCA

Auditing, External CFO

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sohail afzal toronto cpa

Sohail Afzal, CPA,
CMA, MBA

Tax Accounting Partner

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Our Locations

Suite #504 - 260 Spadina Ave.,
Toronto, ON M5T 2E4
Unit 501 – 250 Consumers Rd,
North York M2J 4V6
Unit 101, 1056 Wilson Ave,
North York, ON M3K 1G6
5770 Hurontario St Unit 102,
Mississauga, ON L5R 3G5