Personal Tax Services | Gauvreau Accounting Tax Law Advisory

Every aspect of your personal finances is a potential savings point – are you reaping all your benefits?

Many individuals often miss out on valid deductions or make incorrect claims, leading to unfavourable financial outcomes. We understand – tax laws can be intricate and multifaceted, making it challenging for many to fully grasp their tax duties.

"In the world of taxes, it's easy to feel overwhelmed. Every missed deduction or incorrectly filed document could mean losing money you rightfully deserve." - Robert Gauvreau, FCPA

Gauvreau is here to assist you. Our tax expertise helps you spot opportunities, maintain compliance, and deliver proactive long-term tax planning.

Expertise

Gauvreau was established in 2008 with a clear vision - to be the beacon of proactive accounting, taxation planning, and unmatched client services. Since then, our highly skilled team of financial professionals has been at the forefront, navigating the ever-evolving tax landscape.

Success

Our legacy speaks for itself. Thousands of clients across North America trust us to manage and optimize their finances. Our innovative tax minimization strategies have saved them thousands, all while ensuring complete compliance.

Legal Services

The combined expertise and collaboration of our in-house legal team and tax team offers a simplified and streamlined execution of tax minimization strategies, ensuring both legal and financial soundness.

Tax Services for Individuals

As an individual you have many questions related to how to properly plan for retirement, how to maximize your wealth, and how to minimize your taxes. At Gauvreau we work with thousands of individuals in helping them achieve their financial freedom.

Personal Tax Filing

In Canada, an individual tax payer is required to file income taxes by April 30th (June 15th if the taxpayer or their spouse is self-employed) if there are any taxes owing on that date. At Gauvreau we assist over 2,000 individuals with their personal tax filing requirements on an annual basis. At the beginning of the tax season we provide our clients with an income tax checklist so as to ensure all information required to be included in the tax filing is done so, and that any available deductions are fully utilized.
Income Tax Planning

A proactive review of your personal tax position to ensure any current or future income tax issues are fully understood and any opportunity to mitigate those taxes is executed. This may involve the review of specific transactions prior to their execution to ensure no unexpected tax liabilities exist, discussions and analysis based on your current year results and the expected tax outcome of such results to ensure that the most tax efficient structure is in place.
Financial Retirement

The objective of financial retirement planning is to ensure that you have the available funds and assets available that should you choose to retire that you will have no financial stress at that time. At Gauvreau & Associates we will work with you to ensure that you take the necessary steps to realize your financial freedom and have the necessary financial assets available to enjoy your life in retirement.
Estate Planning

It is never too early to begin planning for the efficient transition of wealth from one generation to the next. A proactive estate plan ensures that wealth reaches your loved ones and are properly dispersed according to your wishes. Our team of tax professionals help individuals with diverse portfolios and assets determine the best plan to allocate wealth to your beneficiaries and will work with you to ensure that the legacy you leave behind is what you desired.

Tax Services for Trusts

A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or multiple beneficiaries. We frequently use trust structures for both tax planning opportunities and estate planning opportunities as well as for a required filing upon the death of an individual taxpayer.

Analysis & Setup

As a part of the tax planning process our team focuses on utilizing all structures available to ensure our clients minimize their tax exposure. In some instances, this will involve the use of a trust where income can most efficiently be allocated amongst beneficiaries. Should the use of a trust become a good solution for our clients, we will work with their professional team to ensure that the appropriate characteristics are included in the trust to ensure the maximum tax savings.
Tax Planning

A proactive review of an estate's tax position to ensure any current or future income tax issues are fully understood and any opportunity to mitigate those taxes is executed. This may involve the review of specific transactions prior to their execution to ensure no unexpected tax liabilities exist, discussions and analysis based on the current year results and the expected tax outcome of such results, and review of the existing structure to ensure that the most tax efficient structure is in place at all times.
Estate Tax Filing

A loved one passing is a very difficult time for everyone. In additional to the emotional anguish, there are significant complexities when it comes to dealing with the taxation of an individual upon death, as well as the probate of the assets of the estate and the eventual distribution of assets to beneficiaries identified in the will and final testament. Our team will assist the executors and their legal representatives with the processing of the final taxes, filing of the required estate tax returns, and filing for clearance certificates, while at the same time compassionately providing clarity and direction through the entire process.
Estate Planning

It is never too early to begin planning for the efficient transition of wealth from one generation to the next. A proactive estate plan ensures that wealth reaches your loved ones and are properly dispersed according to your wishes. Our team of tax professionals help individuals with diverse portfolios and assets determine the best plan to allocate wealth to your beneficiaries and will work with you to ensure that the legacy you leave behind is what you desired.

Personalized

We dive deeper than traditional tax services, intertwining tax planning with your broader life objectives and long-term aspirations. We take the time to understand your distinct financial circumstances and goals, devising a tailored tax strategy that respects your nuances, moving away from the generic, one-size-fits-all model.

Practical

At Gauvreau, we recognize that tax topics are inherently complex and often stressful. We're committed to delivering practical, actionable insights, cutting through the jargon. We strive to make the usually intimidating subject of tax more accessible and manageable.

Proactive

Our approach emphasizes preemptive measures for optimal tax results, as opposed to merely responding to tax issues after the fact. That's why we offer an extensive range of Strategic Tax Planning services, extending beyond the routine 'tax time' compliance obligations, to keep you ahead, reduce unexpected events, and optimize your personal tax status.

Here's What Our Clients Have To Say

As a trusted tax parter for more than two thousand individuals across North America, our team prides itself in having mastery over the complexity and specificity involved in providing sound tax advice. Our team diligently reviews each case with the utmost care and accuracy against the current tax landscape. A stress-inducing topic for most, our team is here to provide peace of mind.

Working with Tyler Powers was excellent. He has a genuine interest in his clients as he took extra time to help answer questions and bring to light errors made by another accounting firm. I have high standards, especially with accounting as my field of study, and Tyler exceeds them all. I highly recommend Gauvreau.

Paulo Cavalcanti

★★★★★

We have used Gauvreau since opening our business and we cannot say enough good things. We work with Tyler Powers and he is extremely professional and goes above and beyond - emails are answered promptly, and accounting details run smoothly. Everyone is always friendly. We are very happy!

Juniper Girls

★★★★★

I've been working with the team at Gauvreau for a few years with my business and personally. Specifically working with Tyler Powers has been exceptional. The service is second to none. They consistently go above and beyond to provide me with all I need to run my business. I trust them wholly and would highly recommend them.

Jeff Duke

★★★★★

Tax Minimization Services

Let our proactive tax experts transform your tax concerns into tax benefits

Expertise

Success

Legal Services

Tax Services for Individuals

Personal Tax Filing

Income Tax Planning

Financial Retirement

Estate Planning

Tax Services for Trusts

Analysis & Setup

Tax Planning

Estate Tax Filing

Estate Planning

Personalized

Practical

Proactive

Here's What Our Clients Have To Say

Paulo Cavalcanti

Juniper Girls

Jeff Duke

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