Farm businesses require special consideration when it comes to taxes, and our Tax Advisors are experts in the latest Canadian tax legislation. 

Our team takes the time to fully understand your situation in 

order to deliver a customized tax solution. We prepare corporate and personal tax returns and assist with Canada Revenue Agency reviews and audits. 

We also provide tax planning services which include interim tax planning, personal compensation planning, and business structure advisory.

As succession planning becomes your consideration, our team comes together to meet your transition goals in the most tax

efficient manner. Succession planning is not a one size fits all; we work with you to customize your plan whether that is a sale of your operations or a transition to the next generation. 

Transitioning your farm to the next generation can be complex and overwhelming. We will assist you in the analysis of utilizing capital gains exemptions, intergenerational farm transfer rules and other strategies to meet your succession planning goals. We work as a team with your lawyer, banking professional and financial advisor to ensure a smooth transition. 

Find support for all your business’s operational needs under one roof. Whether you need bookkeeping support, assistance with 

human resources, or need a financial plan, Ward & Uptigrove has people who are ready to help.

Use the bookkeeping department to support payroll, manage bank reconciliations, or advise on bookkeeping software.

Our fully integrated wealth management team provides 

retirement, investment and estate planning services. They can also be involved in the succession planning process to ensure all aspects of the plan are covered.

When it comes to staffing, employee relations, health & safety, and all things “people”, our Human Resources consultants are there for you.