Strategic Tax and Advisory for Business Owners and Incorporated Professionals

Helping business owners reduce tax exposure, strengthen their corporate structure, and build long-term wealth

Book a Strategy Call

Trusted by incorporated professionals and business owners across Western Canada.

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Zak Sumar, CPA

Strategic Advisor to Business Owners and Incorporated Professionals

Zak Sumar is a Canadian CPA who advises incorporated professionals, business owners, and private companies across Western Canada.

His work goes beyond tax filing. Zak helps clients structure their businesses strategically, reduce tax exposure, and build long-term financial clarity and wealth.

With experience as both an accountant and business advisor, Zak understands the challenges successful business owners face and provides practical guidance to help them make smarter financial decisions.

  • Strategic corporate tax planning
  • Business structuring and financial clarity
  • Proactive advisory and long-term planning
Book a Strategy Call

Expert Guidance Professional and Financial Consulting

Helping clients structure smarter, reduce tax exposure, and build longterm wealth with clarity and confidence.
I do more than file returns. I provideadvisory and strategic guidance in areas such as:

  • Corporate tax planning and restructuring

  • Compensation planning including salary and dividends

  • Small business tax optimization

  • Business advisory and strategy

How I Help Clients

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Corporate Tax and Financial Reporting

  • Corporate tax returns
  • Year-end accounting and financial reporting
  • Small business tax planning
  • Compensation strategy including salary and dividends
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Corporate Structuring and Transaction Advisory

  • OpCo and HoldCo planning
  • Share structuring and reorganizations
  • Dividend and cash flow strategy
  • Business acquisitions and sales
  • Bank and lender coordination
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Wealth and Protection Planning

  • Personal tax planning
  • Life insurance and corporate-owned insurance strategy
  • Long-term wealth structuring

Ideal Clients

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Incorporated professionals

Lawyers, consultants, and other incorporated professionals seeking strategic tax planning and efficient corporate structures.

Healthcare and medical professionals

Physicians, dentists, and healthcare professionals operating through professional corporations.

Established business owners

Entrepreneurs and company owners looking to structure their businesses efficiently and plan for long-term growth and wealth.

Multi entity corporations

Business owners operating multiple companies, holding corporations, or more complex corporate structures.

Schedule a Consultation

For business owners looking for structured advice, not just tax filing.

Book a Strategy Call
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