Â
Tax & Estate Planning
We’ll manage your tax & estate planning by ensuring it meets tax regulations, and also preserves your wealth with easy estate transfers.Â
Are You Looking For A Reliable Tax & Estate Planner?
Navigating tax laws can be difficult to understand, and it requires a team of experts to help you manage this.
Managing tax obligations in a dynamic regulatory environment presents constant challenges, and staying ahead of of new complex requirements and tax laws demands time and expertise, which is also time away from your business.
Â
Why Canadian Businesses Choose Propel CPA?
Our dedicated team at Propel CPA will help alleviate the complexities surrounding tax filling and estate planning whether it is for your corporation or personal needs.
Our team of accounting & tax experts are experienced with Canadian compliance and regulations surrounding tax, and will also help you streamline your tax filling processes and maximizing deductions and minimizing liabilities.
Connect with us today and lets see how we can help you accomplish your goals.
20+ years of experience
Dedicated team of Tax Specialists
What You’ll Receive If You Decide To Work With Us
Tax Planning
Helping you minimize tax liabilities through deductions and tax saving methods. Meeting tax laws and compliance in your province and country.
Estate Planning
Protection of your assets against risks or creditors. Create legally binding documents specifying asset distribution and management.
Trust Management
Managing trusts established for beneficiaries financial needs. Ensuring compliance with legal and tax requirements related to trust administration.
Tax Filling Software Platforms We Support
Plooto
Hubdoc
AutoEntry
Our Accounting Team
Shefali Patel
Senior Manager, Taxation
Mike Kangrga
Senior Accountant
Delaney Doerfler
Senior Accountant
Johnny Jiao
Senior Accountant
Ayo Omotosho
Senior Accountant
Stephanie John
Payroll Specialist & Accountant
Hassan Bharadia
Intermediate Accountant
Frequently Asked Questions
What type of company revenue size do you work with?
We work with all types of business sizes, including startups, small businesses, and mid-market businesses.
Which industries do you support and work with?
We have experience working with businesses such as manufacturing, media, technology, restaurants, construction, and much more.
We’re open to working in any industry so long as we’re the right fit for you.
Will I have to migrate my financial data over to your software?
With our expert team of Cloud Bookkeepers, we’ll help you migrate your financial data over to your preferred software.
How do you typically charge businesses for your bookkeeping services?
If you’re interested in receiving a quote from us for one of our services, contact us here and we can help.