132 Trafalgar Road, Suite 13, Oakville, ON L6J 3G5
Services

Tax Planning & Advisory

Year-round tax planning, advisory, and preparation for Oakville and Ontario businesses.

Tax planning consultation with a CPA
Overview

Tax Planning at SHARP & Associates

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Tax is not a once-a-year event at SHARP & Associates - it is something we plan for ahead of time and execute precisely when filing season arrives.

SHARP & Associates provides year-round tax planning, advisory, and preparation for individuals and businesses in Oakville and throughout Ontario. Below are the five areas of our tax practice. Each links to a dedicated page with the detail you need.

Our Philosophy

Why year-round tax planning matters

The biggest tax savings are decided before year-end, not after. Compensation mix, instalments, timing of purchases, and how income is split or deferred all need to be planned while there is still time to act. By the time most people file, the opportunities for that year are already gone. Working with SHARP & Associates year-round means we are positioning for the return all year - not just preparing it.

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The advantage of having corporate, personal, self-employed, and sales-tax work under one roof is that they can be planned together. An owner-manager's salary-versus-dividend mix, the timing of a bonus, how the corporation's income interacts with a personal return - these only optimize when the same team sees both sides. We coordinate across the whole picture rather than filing each return in isolation.

By the time most people sit down to file, the year is closed and the opportunities are gone. We work the other way: a focused review before your fiscal year-end, while there is still time to act on instalments, compensation, timing of purchases, and income deferral. The return then simply records a position we have already optimized.

The pages linked above each go deep on a specific area - corporate, personal, self-employed, HST/GST, and CRA support - but the point of housing them under one practice is that they are rarely separate in real life. An owner's corporate return shapes their personal return; a self-employed client may be deciding whether to incorporate; an HST review can surface a planning opportunity. We work across all five so the advice you get on one accounts for the others, rather than treating each filing as an island.

How working with SHARP & Associates works

Every engagement starts the same way - with a free, no-obligation call. We learn about your business and your current setup, explain how we would approach the work, and confirm the right next step before anything begins. From there we get your records and access in order, do the work with CPA review built in, and keep you informed in plain language rather than leaving you to chase updates. You always know what is happening, what it means, and what comes next.

FAQ

Tax Planning & Advisory Questions, Answered

If your question is not covered here, we are one call away.

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Yes. We prepare corporate (T2), personal (T1), and self-employed (T2125) returns, and coordinate them so an owner's corporate and personal positions are planned together.

Yes. We can pick up mid-cycle, review prior filings, and bring any late or missed returns current.

Ideally throughout the year, with a focused review before your fiscal year-end while there is still time to act on the plan.

Yes. The initial call is free and has no obligation.

Schedule a Call

Call (905) 491-7043 or email info@sharppc.ca to schedule a call. We will review your current situation, explain our approach, and confirm the right next step before any work begins.

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Let's Connect

The first call is free and there is no obligation - we will review your situation, explain our approach, and confirm the right next step before any work begins.

Harpreet Puri and Steven Rocha, Managing Directors of SHARP & Associates, ready to meet with you
Call us at (905) 491-7043 or fill out our form, and we'll contact you within one business day.