Koff & Associates
Services

Let’s get technical.

We use a 360-degree approach to help you achieve alignment. Here are the tools we use to get there.

Business

Tax planning for individuals, partnerships, companies and trusts: Strategies to legitimately minimize tax

Tax
Planning

Tax planning for individuals, partnerships, companies and trusts. Strategies to legitimately minimize taxes.

Corporate Structure
Planning

Creating an optimal corporate structure that integrates your personal and business objectives

Financial Performance
Reviews

Periodic meetings with your management team to ensure your enterprise is on track with its annual plan

Sale Of
A Business

Tools to create a turnkey business and strategies to achieve the highest after-tax sales proceeds, possibly even tax-free

Succession
Planning

Preparing to, and then transferring ownership and control of your business to family members and/or professional managers

Flawless execution of your engagement by our team.

Compliance
Plus

Annual financial statements, corporate, trust and personal tax returns. Filing HST and EHT returns. Preparation of T3s (trust income), T4s (salary income) and T5s (interest, dividend income) and related summaries.

Audit
Support

Comprehensive support in the event of an audit by the CRA or other government authority

Corporate
Banking

Prepare materials for your bank, meet as required with your bankers, monitor bank covenants

Consulting
Services

Building your business by improving profitability

Management Information
Systems

Ensuring your business has the appropriate key performance indicators and metrics to gauge at a glance whether the business is winning or losing

Personal

Investment
Planning

Working with an advisor to design your investment portfolio to achieve your objectives

Wealth
Creation

Ensuring your net worth is growing as required to meet your life objectives

Insurance
Planning

Managing the risk of death or disability and the related healthcare costs.

Retirement
Planning

Answering the question, “How much will I need to live the way I’d like to?”

Estate
Planning

Designing a plan to distribute your assets to those you care about it, in an orderly and tax-efficient way

The future lies ahead.

Typical accountants are historians. But to chart a bold path forward, you can’t rely only on past performance. Koff & Associates is a new kind of accountancy. We take a 360-degree approach to optimize your future with the best outcomes for your business, your personal life and your legacy.

Let us help you optimize your business.

talk with us