Advisory Sessions
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Clear, practical tax advice for incorporated business owners
One-on-one sessions with a CPA who works with owner-managed corporations. Book a single session, get straightforward guidance, and know your next steps.
30 minutes | $195
Best for:
One specific tax or structure question
Salary vs. dividend check
Straightforward situations
What’s included:
Focused video consultation
Discussion of your question and options
Email summary of key points
Two 30-minute sessions | $345
Most popular
Best for:
New or growing corporations
Annual compensation planning
Multiple related questions
What’s included:
Two focused consultations
Strategy discussion tailored to your situation
Follow-up email support for up to two weeks
Three 30-minute sessions | $495
Best for:
More complex or multi-step situations
Major business or tax decisions
Planning across several issues
What’s included:
Three consultations scheduled as needed
Structured planning across multiple sessions
Email support between sessions (up to 30 days)
HOW IT WORKS
HOW IT WORKS
Simple. Focused. No ongoing commitments.
1. Choose your session
Pick the option that fits your situation.
2. Book online
Select a time that works for you.
3. Prepare (optional)
You’ll receive a short questionnaire to help us use your time effectively.
4. Meet by video
We’ll discuss your situation and the available options.
5. Receive your summary
You’ll get written notes and suggested next steps after the call.
What This Is (And Isn’t)
What This Is (And Isn’t)
This is:
Strategic tax and business structure advice for specific questions.
This isn’t:
Tax preparation, bookkeeping, or ongoing accounting services.
If you’re looking for full-service accounting, you can view our accounting services.
WHO THIS IS FOR
WHO THIS IS FOR
Many clients book a session when they’re asking questions like:
“Should I pay myself salary, dividends, or both?”
“Is it time to incorporate my business?”
“Is my current structure still appropriate?”
“How should I handle this rental property?”
“I’m earning more, but not sure how to take money out properly.”
“What’s a reasonable approach to paying myself this year?”
“Do I have a capital gain if I sell this property?”
If any of these sound familiar, a session can help you understand your options more clearly.
COMMON SESSION TOPICS
Corporate Compensation
Salary vs. dividend decisions
Owner compensation planning
CPP and RRSP considerations
Income splitting questions
Business Structure
Whether and when to incorporate
Managing multiple corporations
Holding company considerations
Partnership vs. corporation questions
Tax Planning
Small business deduction considerations
Passive income in CCPCs
Capital gains planning
Year-end planning discussions
Property & Investments
Rental properties: personal vs. corporate ownership
Principal residence questions
Investment income in corporations
Real estate transaction planning
Corporate Finance
Shareholder loan considerations
Taking money out of the corporation
Preparing for a future sale
Reorganization discussions
Professional Practices
Incorporation for professionals
Professional corporation considerations
Transitioning from employment to business income
Mixed employment and corporate income situations
About Reece
About Reece
I’ve spent over a decade in public practice working with incorporated professionals and small business owners who want straightforward answers about their tax situations.
My focus is on explaining complex tax rules in plain language, so you can understand your options and make informed decisions.
I don’t provide bookkeeping or tax preparation through these sessions. The focus is entirely on advice and planning.
Client Feedback
Client Feedback
“This helped me understand the CRA rules much better.”
“I finally had clarity on what my options were.”
“The explanation was clear and easy to follow.”
“Straightforward, practical advice without any pressure.”
Testimonials reflect individual client experiences and do not guarantee similar outcomes.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Do I need to be incorporated to book a session?
Most clients are incorporated or considering incorporation, but sessions can also cover sole proprietorship or rental property questions.
Is this tax preparation or filing?
No. These are advisory sessions only. Tax return preparation would require a separate engagement.
What if my question seems basic?
If it affects your business or taxes, it’s worth discussing.
Can I bring my spouse, partner, or bookkeeper?
Yes. Just include them when booking so everyone can attend.
What happens after I book?
You’ll receive a confirmation email with meeting details and a short questionnaire.
Do you offer ongoing services?
These sessions are standalone consultations. Full-service accounting is available under a separate engagement.
What if I book the wrong session length?
We can schedule a follow-up session if more time is needed.
Are sessions confidential?
Yes. All discussions are handled in accordance with professional confidentiality standards.
What if I need more help later?
You can book additional sessions at any time.
How soon can I get an appointment?
Most clients book within 1–2 weeks, depending on availability.
What if I need to reschedule?
Provide at least 24 hours’ notice and we’ll reschedule at no charge.
Get clear on your next steps
Whether you’re reviewing your compensation, considering incorporation, or just want a second opinion, a focused session can help you understand your options.
Book the session that fits your situation:
Quick Answer – $195
Strategy Session – $345 ★ Most Popular
Planning Package – $495
Not ready to book?
Start with a free 15-minute call
Questions?
Send a message using the secure Google form below:
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