Advisory Services in Toronto, Ontario
Our vision is to provide our clients with expert advice so that they may be successful in their ventures. Our professional accounting team has the experience, knowledge, and education to drive our clients’ growth and success. Remember, we will turn your vision into value.
Tax Planning
Tax planning is the analysis of a financial situation, or plan, from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible.
Over the years, we’ve developed a lengthy roster of happy clients who have enjoyed significant tax savings through our proactive approach and innovative solutions. Many of our clients have placed their trust in us for years, and that’s a responsibility we don’t take lightly.
At our firm, our clients gain insights and knowledge to appropriately plan to ensure their future tax liability is minimized.
Our professional team will ensure the best representation as your accountants for your tax planning needs in Toronto and the GTA. To schedule a consultation please Click Here or contact us at info@rrcacpa.com or by phone at 416-490-6880.
Estate Planning
Estate planning is the process of transferring the assets for an individual. The primary goal is to devise a plan to ensure that the estate reduces administrative fees, taxes, and other expenses when assets are passed on. Anybody or any organization can be the beneficiary of the estate but usually the beneficiaries are the children of the person’s estate.
Our estate planning services in Toronto and the GTA include:
- Advice from experienced estate planning consultants
- Retirement planning
- Will planning
At RRCPA we provide estate planning services in Toronto to guide you and your family through the process and develop a plan that suits your needs to ensure that we maximize the value of the estate. Our estate planning services will guide your family through the process to ensure your loved ones are protected and your wealth is transferred in a smooth and orderly fashion.
Our professional team will ensure the best representation as your accountants for your estate planning needs in Toronto and the GTA. To schedule a consultation please Click Here or contact us at info@rrcacpa.com or by phone at 416-490-6880.
Family Office Services
A Family Office is a professional structure used to manage all the financial needs of an affluent family. Consider it like having a Personal CFO for your family with a multidisciplinary team of professionals to oversee and manage your financial affairs. Wealth can present both opportunities and challenges. Unlike a traditional private wealth management service offering, a Family Office includes a complete solution to investment portfolio advisory, bookkeeping, tax planning and compliance, insurance, philanthropy, and generational wealth transfers, all in one pla
RRCPA’s Family Office structure responds directly to the complex demands of wealthy families. All services in Toronto and the GTA are centered and customized around the needs of your family. That means responding to you in creative ways with customized services, capabilities, and solutions.
- Investment Advisory and Portfolio Management
- Tax Planning and Compliance
- Administration: Bookkeeping, budgeting, cash flow management, net worth statement preparation
- Muti generational Wealth Transfers and Succession Planning
- Insurance Management
- Will and Estate Planning
- Philanthropic Planning
Our professional team will ensure the best representation as your accountants for your family office needs in Toronto and the GTA. To schedule a consultation please Click Here or contact us at info@rrcacpa.com or by phone at 416-490-6880.
Preparing Financials for Business Plans
A business plan should include a description of the business, an analysis of the strengths and weaknesses of the organization, opportunities and threats to the business, and a marketing, financial, operational and human resources strategy.
An important part of the business plan is preparing the financial projections. Using our many years of accounting and auditing experience, we are able to prepare strong financial projections with relevant assumptions that paint a reasonable picture of what the future financial side of the business could look like. These financial projects could take the form of projected cash flow analysis or pro-forma financial statements.
Our professional team will ensure the best representation as your accountants for your business plan financials needs in Toronto and the GTA. To schedule a consultation please Click Here or contact us at info@rrcacpa.com or by phone at 416-490-6880.
Business Succession Planning
Business Succession Planning has become more and more important in recent years given the increasing numbers of business owners and shareholders that are over 65 who need to plan for the succession of their business. Depending on the structure of the business whether sole proprietor, partnership or corporation, our business succession planning process involves in identifying potential scenarios for business succession, future tax implications and leveraging our partnerships with top financial advisors to provide a comprehensive solution to our clients.
Our professional team will ensure the best representation as your accountants for your business succession planning needs in Toronto and the GTA. To schedule a consultation please Click Here or contact us at info@rrcacpa.com or by phone at 416-490-6880.