Tax Planning
Tax-saving strategies really add up over time, and they are not just for large companies. We work with individuals and businesses to build proactive strategies that fit your goals, whether that means structuring your business the right way, timing income and expenses, splitting income within the family, or planning for a major transaction such as buying property or selling your business.
Because we understand both the accounting and valuation side of your business, we bring a deeper perspective to planning around ownership changes, succession, and estate matters, helping you make decisions today that save tax well into the future.
Why Choose Halo CPAs
We deliver everything a large firm can, but at the price point and with the personal relationships of a small firm. When you work with us, you deal directly with the partners who meet with you and work on your file. That means senior-level expertise, faster turnaround, and a genuine relationship, all at competitive rates. We also offer free, no-obligation consultations and estimates, so you can get real answers before you commit.
Our team is led by Randy Bassi, CPA, CBV and Arnel Sattar, CPA, both based in Abbotsford. Randy is a Chartered Professional Accountant and Chartered Business Valuator, bringing added depth in business valuation alongside the firm’s accounting and tax work. Arnel is a Chartered Professional Accountant focused on accounting, assurance, and tax for owner-managed businesses. Together they combine senior-level expertise with the personal, one-on-one service you can only get from a firm where you work directly with the partners.
Frequently Asked Questions
Do you handle both personal and corporate taxes?
Yes. We prepare and file personal (T1), corporate (T2), and trust and estate (T3) returns, along with GST/HST, PST, and payroll filings. Because we handle both sides, we can plan your corporate and personal taxes together to reduce your overall tax bill.
What is integrated tax planning, and why does it matter?
Integrated tax planning looks at your corporation and your personal situation as one picture, rather than in isolation. For owner-managers, decisions like how you pay yourself, when you take dividends, and how your business is structured can make a real difference to how much tax you pay. We coordinate both so nothing works against you.
I am behind on filing my tax returns. Can you help?
Absolutely. Catching clients up on late or unfiled returns is something we do regularly. We will get your returns prepared and filed, get you back in good standing with the CRA, and put a plan in place so you stay on track going forward.
The CRA is reviewing or auditing me. Can you represent me?
Yes. We can deal with the CRA directly on your behalf, respond to review and audit requests, organize the supporting documents, and work to resolve the matter as smoothly as possible so you do not have to face it alone.
When is the best time to start tax planning?
The earlier the better. The most effective strategies are put in place well before your year-end or the filing deadline, not after. We are available year-round, so you can make decisions with the tax impact in mind rather than finding out after the fact.
How much do your tax services cost?
It depends on the complexity of your return and the services you need. After a free consultation, we always provide a clear, upfront estimate, so there are no surprises.
What do I need to get started?
Just reach out for a free consultation. We will review your situation, answer your questions, and outline a plan and estimate. There is no obligation, and no cost to have the conversation.