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.

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.

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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4.9 Average Rating | Over 54 Reviews

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Meet Our CPA

Sohail Afzal, CPA is the founder of GTA Accounting, a Toronto based accounting firm with offices in Toronto, Mississauga and Oakville. The firm touts a high 5 star Google rating and has been selected by Clutch for service awards two years in a row.

Because of Sohail's business background, he is able to pair bookkeeping and tax services with management consulting providing an edge over other similar accounting firms. Offering affordable rates, GTA Accounting works with small business owners and large companies with over $40 million annual gross revenue.

Featured in the Toronto Star, Sohail shares more about his accounting firm and what sets them apart.

Head Office:
Unit 501 – 250 Consumers Road
North York M2J 4V6

GTA featured in Toronto Star

GTA Accounting Featured in the Toronto Star

"GTA Accounting brings one-stop accounting to the cloud"

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.

Client Success Stories

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.

Why Choose GTA Accounting?

Every year in Canada, legislators tweak and twist financial laws, leaving the average individual and business owner at a loss when faced with making financial decisions. We stay on top of new financial and tax laws on your behalf and offer custom made tax accounting and financial advice to help you and your business develop budgets and set financial goals. Still not convinced about what makes us a professional accounting firm? Read further below:

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If you're ready to find out how an Accounting firm in Downtown Toronto can help you make your payroll a seamless process, contact us for a Free Consultation.