The use of creative personal, corporate, and trust tax planning strategies prioritizes tax minimization for both individuals and business. Financial success is achieved through the preservation of personal wealth.
Clear and accurate preparation of financial statements is crucial. These statements will provide a summary to the financial well-being of the business and will ensure CRA compliance.
Ensure that all events are recorded accurately. Timely bookkeeping is the essential base for preparation of all accounting reports.
Audits and review engagements help provide stakeholder confidence and ensure and compliance with generally accepted accounting standards and principles.
Determine the optimal retirement strategy or the transition plan for the next generation of a business.
Work along with independent financial planners to safeguard and build wealth.
Successful businesses thrive because they have the industry-specific knowledge, passion, and experience to deliver value-added products to their customers. Being a successful professional business ourselves, we can relate to these values. At GWPC, we are keen to learn about your business, no matter what your business is. Our team wants to understand your goals so that we can help you lay out a financial road map that will help you achieve growth, manage change and improve performance.
Every industry has its unique challenges. Every business within an industry is constantly looking for that new opportunity to overcome these challenges. The team at GWPC is able to offer our clients years of in-depth and specialized experience, extending across industries to provide unique insight into client needs and challenges.
Our goal is to develop personal tax planning and compensation strategies that are designed specifically to help clients lower their tax rates. Maintaining the overarching goals and CRA compliance are the key ingredients for success.
Geoff’s practice includes personal and corporate income tax. He is a licensed public accountant, providing audit and review engagement services.
Geoff assists Executors and Trustees understand and complete the necessary tax filings. He also helps clients successfully plan for estate and business succession. Geoff holds the qualification of a Trust and Estate Practitioner (TEP) as designated by the Society of Trust and Estate Practitioners and is a member of the Toronto Estate Planning Council.
Geoff enjoys participating in the tax community, offering time to speak at continuing education sessions and acting as an instructor at Humber College Business School. He received his Bachelor of Commerce from the University of Guelph and is a member of the Chartered Professional Accountants of Ontario as a Chartered Accountant, CPA, CA.
416-251-3321 x 101
416-251-3321 x 114
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416-251-3321 x 110
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190 Sixth Street, Toronto, Ontario, M8V 3A5
8:30AM to 5:00PM Monday
8:30AM to 5:00PM Tuesday
8:30AM to 5:00PM Wednesday
8:30AM to 5:00PM Thursday
8:30AM to 5:00PM Friday
Closed on Saturday
Closed on Sunday
Extended hours available January through April.