u/SignOTimez

I’m looking for recommendations for accountants in the GTA who have helped you with both the initial Smith Manoeuvre setup and the ongoing annual tax reporting.

Ideally looking for recommendations from people who have been successfully running the Smith Manoeuvre for several years and are using accountants who deeply understand CRA tracing, investment loan interest deductibility, Smith Manoeuvre best practices, expertise around cash damming etc.

If you’ve had a good experience, I’d appreciate hearing:

• Who your accountant is (or firm name)
• How long you’ve been using their services
• Whether they’re proactive with planning or mainly handle tax filing

Please feel free to DM me if you prefer not to post publicly.