Corporate Tax & Incorporation Services in Collingwood

Corporate Tax & Incorporation Services in Collingwood

Ted Pollock CPA CA CFP

Ted Pollock CPA CA CFP

At Ted Pollock CPA, we help business owners, professionals, and corporations plan and manage their taxes strategically, not reactively. Ted brings over three decades of experience assisting clients with corporate sales, shareholder succession, and capital restructuring, ensuring every transition is both tax-efficient and aligned with your broader financial goals.

At Ted Pollock CPA, we help business owners, professionals, and corporations plan and manage their taxes strategically, not reactively. Ted brings over three decades of experience assisting clients with corporate sales, shareholder succession, and capital restructuring, ensuring every transition is both tax-efficient and aligned with your broader financial goals.

“If you’re thinking of selling or passing down your business, we can help you plan ahead — not just react when it’s time.

“If you’re thinking of selling or passing down your business, we can help you plan ahead — not just react when it’s time.

How We Help Corporations and Small Businesses in Collingwood

How We Help Corporations and Small Businesses in Collingwood

We take the time to understand your business model, ownership structure, and long-term plans, so your tax strategy grows with you. We help you save time by managing filings, financial statements, and tax deadlines accurately and efficiently. Through proactive planning, we identify opportunities to reduce taxes and keep more of your earnings, while ensuring your structure supports future growth. For those planning to incorporate or reorganize, we provide clear, practical guidance that aligns your operations with your long-term financial goals.

Our complete range of tax and accounting services in Collingwood includes:

We take the time to understand your business model, ownership structure, and long-term plans, so your tax strategy grows with you. We help you save time by managing filings, financial statements, and tax deadlines accurately and efficiently. Through proactive planning, we identify opportunities to reduce taxes and keep more of your earnings, while ensuring your structure supports future growth. For those planning to incorporate or reorganize, we provide clear, practical guidance that aligns your operations with your long-term financial goals.

Our complete range of tax and accounting services in Collingwood includes:

Advice on when and why to incorporate

Advice on when and why to incorporate

Advice on when and why to incorporate

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, deductions, and credits

Guidance on corporate tax rates, deductions, and credits

Guidance on corporate tax rates, deductions, and credits

Collaborate with bookkeepers on financial statements for small businesses and CCPCs

Collaborate with bookkeepers on financial statements for small businesses and CCPCs

Collaborate with bookkeepers on financial statements for small businesses and CCPCs

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

Tax planning for holding companies (Holdco/Opco) and investment income corporations

Tax planning for holding companies (Holdco/Opco) and investment income corporations

Tax planning for holding companies (Holdco/Opco) and investment income corporations

Update you on tax changes affecting your business

Update you on tax changes affecting your business

Update you on tax changes affecting your business

Plan Your Business Succession, Valuation & Exit Strategy

Plan Your Business Succession, Valuation & Exit Strategy

Selling or passing down a business requires more than paperwork — it takes foresight and coordination. We help business owners navigate complex transitions while minimizing tax exposure and preserving value. Our support includes:

Selling or passing down a business requires more than paperwork — it takes foresight and coordination. We help business owners navigate complex transitions while minimizing tax exposure and preserving value. Our support includes:

Sale or divestiture planning

Sale or divestiture planning

Sale or divestiture planning

Valuation of your business using established approaches

Valuation of your business using established approaches

Valuation of your business using established approaches

Maximizing the lifetime capital gains exemption on eligible small-business shares

Maximizing the lifetime capital gains exemption on eligible small-business shares

Maximizing the lifetime capital gains exemption on eligible small-business shares

Shareholder agreement reviews, including buy-sell, shotgun, and tag-along/come-along clauses

Shareholder agreement reviews, including buy-sell, shotgun, and tag-along/come-along clauses

Shareholder agreement reviews, including buy-sell, shotgun, and tag-along/come-along clauses

Key personal insurance and related insurance considerations for continuity

Key personal insurance and related insurance considerations for continuity

Key personal insurance and related insurance considerations for continuity

Tax-efficient succession planning for family enterprises and corporate reorganizations

Tax-efficient succession planning for family enterprises and corporate reorganizations

Tax-efficient succession planning for family enterprises and corporate reorganizations

Each plan is tailored to your ownership structure, long-term goals, and personal financial picture, ensuring you’re ready for the next stage, not just the next tax year.

Each plan is tailored to your ownership structure, long-term goals, and personal financial picture, ensuring you’re ready for the next stage, not just the next tax year.

Related Services

Explore more specialized services designed to strengthen your business and personal financial strategy:

Estate Planning

Estate Planning

Ensure your business and personal assets transition smoothly to the next generation with a coordinated tax and estate strategy

Ensure your business and personal assets transition smoothly to the next generation with a coordinated tax and estate strategy

Investment Planning

Investment Planning

Learn how to manage retained earnings and corporate investments effectively while reducing unnecessary tax exposure

Learn how to manage retained earnings and corporate investments effectively while reducing unnecessary tax exposure

Let’s Talk

Every business transition is unique. Let’s discuss your goals and build a plan that protects what you’ve built, today and for the future.

Let’s Talk

Every business transition is unique. Let’s discuss your goals and build a plan that protects what you’ve built, today and for the future.

Let’s Talk

Every business transition is unique. Let’s discuss your goals and build a plan that protects what you’ve built, today and for the future.