Tax planning

When it comes to your personal tax planning and tax reporting or tax planning and reporting for your small business, you might consider taking your documents to one of the popular chains. But you may be surprised at both the service quality and the price you’ll find closer to home here in Meaford and Thornbury.

We feel it’s important to go one step further when tax reporting, and our years of experience in financial planning brings a new perspective to your personal or business tax planning.

Don’t expect us to simply process the numbers. First, we’ll take the time to understand your situation. With insight into your unique work, family and lifestyle circumstances, we can make sure that we’ve covered all eligible expenses and that you’re getting all of the tax credits you’re entitled to.

And while we’re conveniently located with offices in Thornbury and Meaford, we’re happy bring our service direct to your door in the Southern Georgian Bay area.

If you’d like to learn more about how we can help you with business or personal tax planning and tax reporting, please get in touch.