Tax Planning & Preparation

An image of a small business owner in Niagara, reviewing her taxes before speaking with her accounting team.

Expert Tax Planning and Preparation in St. Catharines, Niagara and across Ontario

Navigating rapidly evolving tax legislation and ensuring you and your organization are meeting essential deadlines while remaining compliant can feel overwhelming, especially when it takes precious time and attention away from the day-to-day operations of your business. Accurate and timely tax preparation is a critical component of a well-run business. Partnering with an accounting firm that delivers tailored tax strategies designed to meet your specific needs and goals is essential for maximizing profitability while minimizing tax obligations.    

Located in the heart of St. Catharines, DDL & Co. has delivered exceptional tax planning and preparation solutions for over 20 years. As a full-service accounting firm, our dedication to approachable, hands-on tax strategies ensures our clients are confident and comfortable. We trust we will provide the best possible outcomes to meet their unique needs and goals.

Our team of knowledgeable professionals is passionate about providing exceptional customer care. We respond quickly and efficiently to inquiries, giving clients peace of mind by knowing their tax planning and preparation are in the hands of dedicated experts.

High-Quality Tax Strategies You Can Trust

The professional accountants at DDL & Co. take pride in being approachable and welcoming to clients while building long-standing partnerships. Our collaborative approach means we are always current with the latest regulations and legislation, ensuring compliance for our clients.

Our hands-on process assures clients that their tax planning and preparation strategies are based on their organization’s requirements. Our trusted experts work quickly and accurately to deliver the best possible outcomes.

We provide a full range of tax preparation and planning services and work closely with owner-managed businesses and individuals to minimize tax liability, both now and in the future, while building net worth.

Who We Serve

  • Dental, medical, pharmaceutical, legal, and other professional service firms
  • Construction
  • Automotive
  • Restaurants
  • Land and building development
  • Technology organizations

Tax and Information Return Preparation

Our trusted and knowledgeable tax experts provide comprehensive tax return preparation that ensures our clients get all the deduction and credit opportunities while minimizing tax obligations to achieve their best possible outcome. 

We offer tax preparation for the following:

  • Individuals (T1)
  • Corporations (T2)
  • Estates and trusts (T3)
  • Charities and not-for-profit organizations (T3010 and T1044)
  • Rebate Applications (HST/GST)
  • Underused Housing Tax Filings (UHT)

Tax Planning to Optimize Current and Future Income Tax

We are always looking to the future. Our forward-thinking approach to tax services ensures we are up to date with changes to tax laws, providing our diverse team of accounting professionals recognizes strategic opportunities to mitigate tax liabilities now and for years to come. As a result, we are an invaluable tax planning partner not just during tax season but all year long.

Tax Audit Support

Learning you or your business will be audited can be intimidating and more than a little unnerving. But we can help. Our dedicated team of experts assists clients through the CRA pre/post-assessment review and the audit/appeals process. In addition, we provide efficient and accurate audit representation, so clients rest easy knowing a trusted professional is looking after them. 

HST and Other Sales Tax Consulting

HST and other sales tax filings can have multiple deadlines, and often businesses must compile and submit sale tax returns. Our tax experts can gather accurate information and submit sales tax returns to meet deadlines while advising on potential opportunities to save on HST and other sales tax.

Experienced Experts Delivering High-Quality Tax Planning and Preparation

Whether you are an individual in need of tax return preparation, an owner-managed business, or a professional firm seeking extensive tax planning for future income, our passionate and dedicated tax professionals can develop tailored tax solutions to meet your unique needs.

We are a valuable partner dedicated to delivering a wide range of services and strategies to meet the specific needs of our clients.

We also offer comprehensive tax planning and preparation services for:

  • Structuring of owner-manager compensation
  • Corporate reorganizations
  • Tax implications from the sale/purchase of a business
  • Representing clients in all tax matters
  • Non-resident taxation

Contact DDL & Co. in St. Catharines for Experienced and Reliable Tax Planning and Preparation Services

The team of highly skilled Chartered Professional Accountants at DDL & Co. provides comprehensive tax planning and preparation services to a diverse clientele from various industries. We take pride in delivering exceptional tax solutions to meet the unique needs of our clients.

A full-service accounting firm located in the heart of St. Catharines, we have delivered exceptional client care for over 20 years. To learn more about how DDL & Co. can help you and your business, please contact us online or call us at 905-680-8669.