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
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
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.
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
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:
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
Preparing and filing your T1 personal tax return
Preparing and filing your T1 personal tax return
Reviewing income sources, deductions, and credits
Reviewing income sources, deductions, and credits
Reviewing income sources, deductions, and credits
Advising on RRSP, TFSA, and investment income strategies
Advising on RRSP, TFSA, and investment income strategies
Advising on RRSP, TFSA, and investment income strategies
Planning for major life changes such as marriage, retirement, or the death of a taxpayer
Planning for major life changes such as marriage, retirement, or the death of a taxpayer
Planning for major life changes such as marriage, retirement, or the death of a taxpayer
Ensuring compliance with Ontario and federal personal tax rates
Ensuring compliance with Ontario and federal personal tax rates
Ensuring compliance with Ontario and federal personal tax rates
Meeting periodically to discuss your tax situation and upcoming goals
Meeting periodically to discuss your tax situation and upcoming goals
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.
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.
Corporate Tax & Incorporation
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:
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
T2 corporate tax return preparation and filing
T2 corporate tax return preparation and filing
Guidance on corporate tax rates and deductions
Guidance on corporate tax rates and deductions
Guidance on corporate tax rates and deductions
Incorporation and restructuring support for new or expanding businesses
Incorporation and restructuring support for new or expanding businesses
Incorporation and restructuring support for new or expanding businesses
Succession and exit planning
Succession and exit planning
Succession and exit planning
Farm taxation and farm succession planning
Farm taxation and farm succession planning
Farm taxation and farm succession planning
Planning for holding companies (Holdco/Opco structures) and investment income corporations
Planning for holding companies (Holdco/Opco structures) and investment income corporations
Planning for holding companies (Holdco/Opco structures) and investment income corporations
Cottage & Vacation Income Tax
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:
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
Guidance on principal residence exemptions and capital gains
Guidance on principal residence exemptions and capital gains
Tax planning for property transfers, sales, or family gifting
Tax planning for property transfers, sales, or family gifting
Tax planning for property transfers, sales, or family gifting
Coordination of rental income reporting and deductions
Coordination of rental income reporting and deductions
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.
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.
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
Why Clients Trust Ted Pollock CPA
Over 30 years of experience in both public practice and corporate finance
Over 30 years of experience in both public practice and corporate finance
Over 30 years of experience in both public practice and corporate finance
Annual face-to-face meetings with every client
Annual face-to-face meetings with every client
Annual face-to-face meetings with every client
Deep expertise in real estate, succession, and valuation planning
Deep expertise in real estate, succession, and valuation planning
Deep expertise in real estate, succession, and valuation planning
A trusted team with local roots and a hands-on approach
A trusted team with local roots and a hands-on approach
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.
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.