Personal Tax Planning

A tax planning meeting with your accountant at Cody & James can help you in countless ways! We can:

  • Recommend RRSP or TFSA contributions to reduce income tax
  • Calculate tax instalments or tax to be withheld from income to save nasty surprises in April
  • Advise on timing of income streams from investments
  • Calculate the tax burden on your estate

And if you’re retired, we can calculate how much to withdraw from your registered vs non-registered savings – it’s often better to withdraw from your RRSPs long before you turn 72.

Call our office and book a meeting with one of our partners. It’s worth the investment!

Cody & James tax planning meeting

Cody & James Chartered Professional Accountants