Tax Services in Collingwood

Ted Pollock CPA CA CFP

At Ted Pollock CPA, we work to ensure every client understands their options, stays compliant, and pays no more tax than they should. We meet every client face-to-face each year to review their situation, explain changes in tax law, and plan ahead for future goals.

Tax Services in Collingwood

Ted Pollock CPA CA CFP

Tax Services in Collingwood

Ted Pollock CPA CA CFP

Our Tax Expertise

We provide tax planning, filing, and advisory services for:

Individuals and Families

Corporations and Small Businesses

Holdco, Investment, Estate and Succession Planning

Personal Tax Services

We take a personalized approach to Canadian personal tax preparation and planning, focusing on long-term financial efficiency, and not just this year’s refund. Our personal tax services include:

Preparing and filing your T1 personal tax return

Reviewing income sources, deductions, and credits

Advising on RRSP, TFSA, and investment income strategies

Planning for major life changes such as marriage, retirement, or the death of a taxpayer

Ensuring compliance with Ontario and federal personal tax rates

Meeting periodically to discuss your tax situation and upcoming goals

We also work closely with clients who own rental properties or multiple homes, have complex investment portfolios, and receive pension or foreign income. You can reach out to us if you're navigating estate, inheritance, or family succession planning.

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Corporate Tax & Incorporation

We provide full-service corporate tax and incorporation planning — helping you structure your business for growth, efficiency, and compliance. Our corporate services include:

T2 corporate tax return preparation and filing

Guidance on corporate tax rates and deductions

Incorporation and restructuring support for new or expanding businesses

Succession and exit planning

Farm taxation and farm succession planning

Planning for holding companies (Holdco/Opco structures) and investment income corporations

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Cottage & Vacation Income Tax

Owning a cottage or secondary home comes with unique tax implications, especially in Ontario’s resort and waterfront communities. We help property owners with:

Guidance on principal residence exemptions and capital gains

Tax planning for property transfers, sales, or family gifting

Coordination of rental income reporting and deductions

Whether your property is a family retreat or an investment, we’ll help you navigate the tax rules with clarity and minimize surprises at sale or succession.

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Additional Areas of Expertise

Our tax work often overlaps with broader financial and estate matters. We provide specialized guidance in:

Business Valuation and Shareholder Agreements' Considerations

Buy-Sell, Shotgun, and Tag-Along Clauses

Insurance Considerations and Key Person Coverage

Succession Planning for Families and Private Corporations

Estate Tax Filing and Final Returns

Why Clients Trust Ted Pollock CPA

Over 30 years of experience in both public practice and corporate finance

Annual face-to-face meetings with every client

Deep expertise in real estate, succession, and valuation planning

A trusted team with local roots and a hands-on approach

Whether you need help filing this year’s return or planning a multi-generational business transition, we’re here to provide clarity, strategy, and peace of mind.

Let’s Talk

Ready to simplify your taxes? Let’s meet in person to review your goals and create a plan that works for you.

Let’s Talk

Ready to simplify your taxes? Let’s meet in person to review your goals and create a plan that works for you.

Let’s Talk

Ready to simplify your taxes? Let’s meet in person to review your goals and create a plan that works for you.