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Tax Preparation

You work hard for your money and you deserve to keep as much of it as possible. Minimizing your taxes is Key to any Successful Financial Plan.

The Jason Mizak Team and a team of tax experts at Optimize work together to deliver an array of tax preparation services tailored to your individual tax needs. Whether you're a busy professional, an established entrepreneur, or somewhere in between, our seasoned specialists cater to diverse circumstances. When evaluating your unique tax scenario, Jason and our team of tax specialists will diligently maximize your returns by leveraging all eligible tax credits and deductions. Your hard-earned money deserves thoughtful preservation—partner with us to optimize your tax return, and we'll demonstrate how you can retain as much as possible.

What is Tax Planning?


Successful financial planning involves implementing strategies that help you reach your financial goals, be they short-term or long-term. Over the long haul, taxes are quite often one of your single biggest ongoing expenses, and so prudent tax planning is a necessary and crucial step in ensuring that you’re on track to meeting your financial planning goals and objectives. No tax situation is exactly the same, and so your comprehensive tax plan should be based on your personal priorities and goals.

Effective Tax Planning Strategies

Pension Splitting Between Spouses

Pension splitting is accessible to individuals receiving pension income, allowing them to share this income with their spouse or common-law partner, aiming to reduce their overall income tax burden.

Investing Through Whole Life Insurance

An insurance solution exempt from taxes that functions as an investment vehicle, enabling tax-free growth on savings and offering an additional income stream during retirement.

Flow Through Shares

An investment strategy incentivized by tax benefits, focusing on specific asset classes that can be used to offset against your income.

Life Annuities

Life annuities provide regular payments in exchange for an initial lump sum payment. They are taxed solely on the interest portion of the investment, offering a tax advantage in this regard.

Individual Pension Plans

Every contribution made by a business into an individual pension plan is entirely tax deductible against your personal income.

RESP Contributions

Registered Education Savings Plans (RESP) serve as tax-sheltered savings plans specifically tailored to aid in saving for your children's post-secondary education.

Registered Retirement Savings Plan

Contributing to RRSPs provides a straightforward method to save for retirement and offers full deductibility against your income.

TFSA Contributions

An adaptable savings account designed to meet short- and long-term savings objectives, where all earnings remain tax-free.

Strategies to Maximize Value

Rental Properties

You have worked hard to acquire, manage, and produce a steady return on your real estate investment properties. We help you further increase these investment returns by optimizing different aspects of your specific real estate tax return.

Commissioned Sales Person

Often individuals with commission paying jobs don’t realize just how much they could be saving in taxes. Whether it’s deducting client related or professional expenses, there are numerous ways to minimize your tax bill. We are waiting to assist you every step of the way.

Employee Tax Returns

When preparing Tax Returns for employees and executives we ensure that every variable is taken into consideration to minimize your tax bill. We look beyond just T4s and other standard T Slips to optimize your entire tax situation.

The Result? Minimizing your taxes will enable you to keep more of your hard earned money and will help you achieve your goals quicker than ever.