Tax architecture. Not tax preparation.
The distinction between tax preparation and tax planning is the distinction between reporting a position and designing one. Preparation documents what has already occurred. Planning constructs the framework within which the most favourable outcomes become available — before the year closes, not after.
Axial approaches tax as a structural discipline. Personal income, corporate income, dividends, trust distributions, capital gains — each element is positioned within an integrated architecture that accounts for current obligations, future transitions, and the interplay between entities.
Personal & Corporate Tax Planning
For individuals and corporations whose tax positions are complex enough to warrant structural attention. This includes income splitting strategies where permissible, RRSP and investment portfolio tax coordination, and integration of personal and corporate positions to minimise combined tax burden across years — not just the current one.
Multi-Entity Tax Coordination
Owner-managers with holding companies, operating companies, investment entities, and family trusts require coordination across all entities. Axial ensures that the tax position of each entity is optimised not in isolation, but as a system.
Trust & Estate Tax Strategy
Trusts and estates carry specific obligations and planning opportunities under the Income Tax Act. Axial provides the structural analysis required for trust establishment, the 21-year deemed disposition, estate freezes, and post-mortem tax planning.
Cross-Provincial Compliance
Businesses and individuals with obligations in multiple Canadian provinces face overlapping and sometimes conflicting requirements. Axial manages multi-jurisdictional filing and ensures consistent positioning across provinces.
Annual Filing & Regulatory Obligations
Compliance is the baseline — and it is never treated as an afterthought. All personal (T1), corporate (T2), and trust (T3) returns are prepared with the same structural attention applied to the planning that informs them.
A tax position designed in January is worth more than a tax return filed in April.