Tax Planning & Preparation
Proactive Tax Solutions That Work for You
At Ralph & Levinson Chartered Professional Accountants, we don’t just file tax returns — we design strategies that reduce liabilities, maximize opportunities, and support long-term financial success.
Take Control of Your Tax Strategy
Smart tax planning isn’t just for year-end — it’s a year-round process. Whether you’re a business owner, incorporated professional, or high-income individual, we provide proactive planning and precise preparation to help you stay compliant while minimizing your tax burden.
At Ralph & Levinson, we offer:
Why Choose Ralph & Levinson for Tax Planning?
Planning Today for a Stronger Financial Future Tomorrow
When it comes to taxes, timing and strategy matter. Our team takes a proactive, year-round approach — helping you navigate today’s regulations while preparing for tomorrow’s opportunities.
Tax Strategy Built Around You
We develop custom tax strategies based on your structure, goals, and future plans — whether you’re growing a business, managing investments, or preparing for succession.
Compliance Without Compromise
We ensure your filings meet all CRA requirements and deadlines, avoiding penalties and keeping your financial life in good standing.
Personal & Corporate Planning
From T1s to T2s, our expertise spans both personal and corporate tax — including trusts, estates, holding companies, and family-owned businesses.
Specialized Knowledge
We stay on top of changing tax laws, industry-specific deductions, and credit programs like the Scientific Research & Experimental Development (SRED) incentive.
We Offer Comprehensive Tax Services
Solutions That Reduce Risk and Unlock Opportunity
Simple. Strategic. Stress-Free.
Our Process
We follow a clear, proven process that ensures every filing is accurate, every opportunity is captured, and every client feels confident.
Understand Your Goals
We begin with a discovery meeting to assess your current situation, review past returns, and identify planning opportunities.
Organize & Analyze
We gather your documentation, review business activity or personal income streams, and analyze your options for reducing taxes.
Prepare & File with Confidence
Your return is prepared accurately and submitted on time, with every available credit and deduction considered.
Support You Year-Round
Tax planning doesn’t stop in April. We’re here whenever you need advice — whether you’re restruc
Let’s Talk About Your Tax Strategy
Fill out the form below and a member of our team will connect with you to explore how we can support your goals—no pressure, just expert guidance and clear answers.
Frequently Asked Questions
Here are answers to some of the most common questions we receive about our accounting services.
Not at all. We work with individuals, families, and retirees who want to reduce taxes, plan ahead, and make the most of their income.
Absolutely. We offer expert advice for restructuring, succession, or setting up holding companies in a tax-efficient way.
We can help you catch up. Our team regularly assists clients with past-due filings and works with CRA to bring your account back into good standing.
Yes. We work with incorporated professionals, investors, and business owners to optimize their returns and minimize tax through proven strategies.
Tax planning is proactive — it helps you make financial decisions that reduce your tax burden before year-end. Filing is the process of submitting your tax return.
