Skip to content
Tax Simplified

Find a Tax planning CPA in Canada

20 CPAs listed · updated regularly

Tax planning is the proactive side of tax — structuring income, timing asset sales, managing RRSP and TFSA contributions, and choosing how to pay yourself from a corporation to minimize what you owe over time. These CPAs take a multi-year view of your financial picture rather than just reacting at filing time.

Catherine Blanchard, CPA, CA

Featured

Blanchard Oil & Gas Tax

Edmonton, Alberta

Corporate taxSmall businessPersonal tax

✓ Virtual service

Derek Morrison, CPA, CA

Featured

Morrison Tax Group

Calgary, Alberta

Corporate taxSmall businessSR&ED

✓ Virtual service

Jason MacLean, CPA, CA, TEP

Featured

MacLean Estate & Tax

London, Ontario

Estate planningTax planningCorporate tax

✓ Virtual service

Jennifer Zhang, CPA, CA

Featured

Zhang Wealth & Tax

Vancouver, British Columbia

Personal taxReal estateInternational tax

✓ Virtual service

Rachel Murphy, CPA, CA

Featured

Murphy Wealth & Estate Tax

Oakville, Ontario

Estate planningTrust & Estate AdministrationPersonal tax

✓ Virtual service

Raymond Chu, CPA, CA

Featured

Chu M&A Tax Group

Vancouver, British Columbia

Mergers & AcquisitionsCorporate taxTax planning

✓ Virtual service

Sébastien Côté, CPA, CA

Featured

Côté Planification Fiscale

Québec City, Quebec

Corporate taxEstate planningTax planning

✓ Virtual service

Caroline Beauchamp, CPA

Verified

Beauchamp Fiscalité Outaouais

Gatineau, Quebec

Personal taxGovernment & Non-ProfitTax planning

✓ Virtual service

Chris MacLeod, CPA

Verified

MacLeod Oil Sands Tax

Fort McMurray, Alberta

Personal taxSmall businessTax planning

✓ Virtual service

Craig Henderson, CPA, CMA

Verified

Henderson Agricultural Tax

Saskatoon, Saskatchewan

AgricultureSmall businessCorporate tax

✓ Virtual service

Diana Kowalczyk, CPA, CA

Verified

Kowalczyk M&A Advisory

Toronto, Ontario

Mergers & AcquisitionsCorporate taxTax planning

✓ Virtual service

James Wilson, CPA, CA

Verified

Wilson Tax & Advisory

Ottawa, Ontario

Personal taxCorporate taxEstate planning

✓ Virtual service

Julie Toth, CPA, CA

Verified

Toth Estate & Tax Saskatoon

Saskatoon, Saskatchewan

Personal taxEstate planningTax planning

✓ Virtual service

Kevin Huang, CPA

Verified

Huang Technology Tax

Waterloo, Ontario

Startups & VentureSR&EDCorporate tax

✓ Virtual service

Martin Beauregard, CPA

Verified

Beauregard Government Tax

Ottawa, Ontario

Government & Non-ProfitPersonal taxTax planning

✓ Virtual service

Natalie Kowalski, CPA, CA

Verified

Kowalski Tax & Business Advisory

Kitchener, Ontario

Corporate taxSmall businessSR&ED

✓ Virtual service

Patricia O'Bryan, CPA, CA, CFP

Verified

O'Bryan Financial

Victoria, British Columbia

Personal taxEstate planningTax planning

✓ Virtual service

Steve McLaughlin, CPA

Verified

McLaughlin Northern Alberta Tax

Grande Prairie, Alberta

Personal taxSmall businessTax planning

✓ Virtual service

Vanessa Holt, CPA, CGA

Verified

Holt Agriculture Tax

Lethbridge, Alberta

AgricultureSmall businessTax planning

✓ Virtual service

Sophie Tremblay, CPA

Toronto, Ontario

Estate planningPersonal taxTax planning

✓ Virtual service

Browse by province

Related specialties

Are you a CPA specializing in tax planning?

Claim or add your listing to appear on this page. Verified and featured CPAs receive client inquiries directly and are shown at the top of specialty and province pages.

Tax Simplified is not affiliated with CPA Canada or any provincial CPA body. Listings are sourced from public registries and self-reported information. Always verify a CPA's standing with their provincial body before engaging services.