Tax Advisory
Keep more of your hard-earned money.
Over 65 years of supporting business owners.
Business owners are navigating a complex environment marked by rising supply costs, a shortage of skilled labor, and constantly changing reporting requirements. Whether you run a small owner-managed business or operate in corporate real estate and construction, having a team of experts is essential to help you tackle these challenges effectively.
Keep more of your hard-earned money
Strategic tax planning and sound business advice to help you reinvest in your business and in yourself.
Feel ready for anything
Whether you’re wondering if you should incorporate or you’re contemplating your exit strategy, work one-on-one with your Accountant to create a plan that sets you up for success.
Support when and where you need it
Simplified, worry-free processes and proactive guidance from Accountants who know and Business Advisors who care.
“We have been very happy with ALL services provided for our business. Grateful in every way for the support we have received from the very beginning. We don’t know what we would do if not for Ward & Uptigrove. They have been an integral part in all aspects of our business. We are very happy with the services offered.”
You know your business best. Together we can accomplish even more.
Guidance from the experts, whether you’re just starting out and worried about cashflow, or you’ve been around a while and are thinking about your exit strategy.
Estate Planning
We review your current wills and overall estate plan to ensure it reflects your wishes and aligns with current tax legislation. Our team identifies opportunities to minimize taxes, preserve wealth, and implement strategic planning solutions to help maximize the value of your estate for future generations.
Progressive Tax Compliance & Planning
Taxes are essential, but no one wants to pay more than necessary. Our tax advisors are well-versed in the latest Canadian tax legislation, ensuring you comply with tax laws while keeping more of your heard earned money.
We invest the time to thoroughly understand you and your business, allowing us to provide tailored tax solutions.
Our services include preparing corporate and personal tax returns, as well as assisting with Canada Revenue Agency reviews and audits. Additionally, we offer comprehensive tax planning services, including interim tax planning, personal compensation planning, and business tax strategies.
Succession Planning
As you consider succession planning, our team collaborates to achieve your transition goals in the most tax efficient way. We understand succession planning is not a one size fits all approach, so we work closley with you to tailor your plan. Our fully integrated wealth management team is also available to ensure that every aspect of your plan is addressed.
From business valuation to financial management and retirement, Ward & Uptigrove has a team of professionals ready to meet your needs. We have extensive experience in supporting buy/sell transactions to facilitate a smooth process.
Our wealth management team can also assist with retirement, investment and estate planning services.
Experience Matters.
Meet Our Tax Team
Tim Bridge
Partner
Besnik Sulemanovski
Partner
Jeff Sulemanovski
Partner
Colton Hoekstra
Principal
What our clients have to say:
We have complete faith in Ward & Uptigrove. We appreciate knowing that they are a one-stop-shop; providing various services to meet our needs. Our business would not be where it is today without Ward & Uptigrove. I would highly recommend them to anyone.
We have been with W&U for both our personal and my corporate taxes and financial planning since 2021, and have been very happy with the quality of service and the responsiveness of all W&U staff we have worked with.
We have always had excellent, fast responses if we have any questions. Work is always prompt, very accurate and professional. Love the share file system.
Everyone at Ward & Uptigrove is very helpful & professional. They are experts in their field, and complete our needs in an efficient & timely manner. I wouldn’t trust anyone else with my financial life!
Get in Touch
Contact one of our dedicated tax experts today to learn more about how we can support your financial goals. At Ward & Uptigrove, we pride ourselves on delivering exceptional tax and accounting services tailored to meet the unique needs of our clients.