Plan Forward, Pay Less.
Proactive tax strategy for incorporated businesses.
We don't wait until year-end. Quarterly planning sessions identify dividends-vs-salary optimisation, RDTOH usage, integration and structural moves before the tax year closes.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Corporate
Every engagement, considered.
The core of what's included when you engage PAG for corporate tax planning.
Salary vs. dividend remuneration strategy
Integration and dividend-refund (RDTOH) planning
Holding company and trust structuring
Section 85 and 86 rollovers, estate freezes
Multi-year scenario modelling and tax forecasting
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, planning every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Corporate practice
Corporate Tax Returns
Accurate, optimised, on-time corporate filings.
Learn moreBookkeeping & Cloud Accounting
Modern, cloud-based bookkeeping with senior oversight.
Learn morePayroll Services
Accurate pay runs and full source-deduction compliance.
Learn moreFinancial Statements & Assurance
Compilation, review and audit-ready reporting.
Learn more