Resources& Tools

资源与工具

Tax Resources

2024 Tax Planning Guide

PDF Guide

Comprehensive guide to tax planning strategies for individuals and businesses

Download

Tax Deduction Checklist

Checklist

Complete checklist of common tax deductions for Canadian taxpayers

Download

GST/HST Calculator

Online Tool

Calculate GST/HST obligations and input tax credits

Use Tool

Business Tools

Business Startup Checklist

Checklist

Step-by-step guide for starting a business in Canada

Download

Cash Flow Template

Excel Template

Excel template for tracking and projecting cash flow

Download

Expense Tracking Sheet

Excel Template

Simple spreadsheet for tracking business expenses

Download

Financial Planning

Retirement Planning Guide

PDF Guide

Comprehensive guide to retirement planning in Canada

Download

Investment Calculator

Online Tool

Calculate potential returns on your investments

Use Tool

Budget Planner

Excel Template

Personal and business budget planning template

Download

Upcoming Webinars

Year-End Tax Planning Strategies

February 15, 2025

2:00 PM EST

Learn effective strategies to minimize your tax burden for the current year

Small Business Financial Management

February 28, 2025

1:00 PM EST

Essential financial management practices for small business owners

Understanding GST/HST for New Businesses

March 10, 2025

3:00 PM EST

Complete guide to GST/HST obligations for new business owners

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