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I'm seeking an accountant to help me set up the purchase of a one-bedroom condo apartment for my daughter's use while going to college in a way that will minimize or even reduce my personal taxes Please provide an outline of how you would set it up or me, and your relevant experience.
Project ID: 40525381
13 proposals
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Active 5 days ago
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13 freelancers are bidding on average $1,095 CAD for this job

As a qualified accounting and financial consulting firm with extensive experience in real estate matters, FixIT ConsulTech LLC is the perfect match for your one-bedroom condo purchase. We understand the complexities that come with navigating tax laws and are well-versed in finding legitimate deductions and credits to minimize tax liability, ultimately maximizing your financial benefits. Our approach to your project would be to conduct a thorough examination of your current financial situation to identify the most effective strategies for you. We understand the importance of timeliness in tax filings, and we commit to submitting all necessary paperwork promptly. Additionally, we offer personal consultations to ensure that you are comfortable with every step of the process, answering any questions you may have - so you can be rest assured that no stone will be left unturned while securing your financial future. With our dedication to accuracy, customized solutions, and our deep understanding of taxing matters in relation to real estate; choosing us means choosing peace of mind and getting more value from your investments. Let's discuss further how we can optimize your personal taxes while securing a one-bedroom condo for your daughter's college journey. Partner with FixIT ConsulTech LLC today, as we commit in assisting you through this complex process.
$1,500 CAD in 7 days
8.9
8.9

Hello, I can help analyze and structure the condo purchase in the most tax-efficient manner based on your specific circumstances. My approach includes reviewing whether the property should be owned personally or through an LLC, evaluating potential tax benefits such as mortgage interest, property taxes, depreciation (if applicable), and considering future sale, capital gains, and asset protection implications. I am a qualified Chartered Accountant having experience in accounting, tax planning, bookkeeping, and entity structuring for individuals and small businesses. Before making any recommendations, I would review your income, tax position, financing plans, and the intended use of the property to ensure the structure aligns with both your financial goals and tax regulations. At the end of the engagement, I will provide a clear recommendation outlining the optimal ownership structure, potential tax benefits, compliance requirements, and key considerations before you proceed with the purchase. I would be happy to discuss your situation further. Best regards, CA Rajesh Kumawat
$750 CAD in 5 days
5.5
5.5

Hi there, I'm Alondra from Philippines. With over six years of expertise in accounting, bookkeeping, tax, regulatory compliance, and financial operations. I am seeking a part-time role to leverage my diverse background. I am currently dedicated to my final review for the October 2026 CPA Licensure Examination and am looking for a dynamic team where I can contribute high-level support in a flexible capacity. Hope you let me help.
$1,125 CAD in 7 days
5.5
5.5

With 5+ years of accounting experience, I can optimize your tax liabilities by setting up the condo purchase efficiently. I've previously assisted clients in tax optimization through real estate investments. How soon do you need to finalize the setup for your daughter's college apartment? Regards, CA. Swati Jain, CPA | Indian CA & CS
$1,010 CAD in 5 days
4.5
4.5

As a seasoned finance and accounting expert with over 15 years of experience, specializing in remote bookkeeping, I am confident that I am the perfect fit for your endeavor. Living up to my reputation as a QuickBooks ProAdvisor, I assure you that your real estate investment will be set up smartly to provide optimum tax benefits. Drawing from my extensive expertise in both US and international taxation, I'll incorporate effective strategies to legally minimize your tax liabilities. This includes meticulous bookkeeping and reconciliation, VAT & Tax filings which we'll leverage to expedite and scrutinize financial data giving you great control over your taxes. Furthermore, my proficiency in project-based cost tracking is an added advantage in ensuring accountability and transparency throughout the condo purchase journey. I will methodologically set up your one-bedroom condo investment in a way that seamlessly integrates with your overall financial plan while optimizing savings. Choose me as your accountant and together we'll create a secure economic future for both you and your daughter.
$1,125 CAD in 7 days
4.5
4.5

Hi, I can help you structure the purchase of the condo in a way that minimizes your personal tax burden while keeping compliance clean and defensible. Typically, this involves evaluating three pathways: direct ownership, treating the unit as a rental property with deductible expenses, or using a family trust/holding‑company structure for income‑splitting and long‑term capital‑gains planning. I’ll outline the tax impact of each option, model the annual deductions, and recommend the most efficient setup based on your income level, expected use of the condo, and long‑term plans. My workflow includes a clear tax‑impact comparison, a compliance checklist, and a step‑by‑step implementation plan so the structure is easy to maintain year after year. If you can share your approximate income bracket and whether the condo will be partly rented out, I can prepare a tailored outline immediately. Best regards, CA. Sreedeep Chennamangalam
$1,200 CAD in 7 days
2.7
2.7

Hello, Client. I can help you structure the condo purchase analysis carefully by comparing ownership, rental-use, family-use, deductible expense, and resale tax outcomes before you commit. My outline would be: 1. Confirm province, your tax bracket, financing, expected condo costs, and whether your daughter will pay rent. 2. Compare setup options: parent-owned personal-use condo, fair-market rental arrangement, co-ownership, or daughter ownership if financing allows. 3. Review tax impact: mortgage interest, condo fees, property tax, insurance, repairs, rental income reporting, and capital gains exposure. 4. Identify CRA-compliant ways to reduce tax risk, avoid artificial losses, and document the purpose of ownership. 5. Prepare a written recommendation with pros/cons, estimated annual tax impact, and records you should keep. Relevant experience: I have real estate/property background and understand purchase planning, ownership structure, and property cost analysis. For final Canadian tax filing or legal sign-off, I would recommend confirming the selected structure with a licensed CPA/tax professional in your province. Estimated fee: CAD $750–$1,000. Timeline: 5–7 business days after receiving your numbers.
$1,125 CAD in 5 days
0.0
0.0

We've just completed a similar project. We recently helped a family structure a property purchase with tax efficiency and long term planning in mind, and we will help you evaluate ownership and financing options to minimize taxes while supporting your daughter's housing needs. You won't find someone better aligned with what you're looking for. I understand you want a clear structure for purchasing a one bedroom condo for college use. I have experience with tax planning, entity structures, and property accounting, and would outline the pros and tradeoffs of each approach based on your situation and local rules. I'd love to chat about your project! The worst that can happen is you walk away with a free consultation. Regards, Danie.
$850 CAD in 7 days
0.0
0.0

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