Sarah's Story — Building a Future Together

Sarah came to us just as she was starting her business. We set her up as a sole proprietor and kept an eye on her progress as activity ramped up.

As she grew and began accumulating assets, we encouraged her to incorporate — both to protect those assets and to split income with her spouse, who was also involved in the business. We guided her through the process and helped her navigate the tax on split income (TOSI) rules so the income-splitting was done legitimately. We also handle her bookkeeping and ongoing corporate needs.

Today, Sarah and her spouse are running a properly structured, tax-efficient business and building a future together.