Personal Accounting

What we Offer

Looking for someone to do your Personal Taxes and more? We can help!

Personal Taxes

We carefully consider each client's situation and tailor our strategy to best optimize taxes. Not only to we consider the overall tax situation but we also work to maximize social benefit payments for our clients. More complicated tax situation? Perfect! We've completed thousands of complicated returns and are extremely knowledgeable about virtually all aspects of the personal tax act.

  • Date of death tax returns and estates
  • Proprietorships
  • Rental properties
  • Investments
  • Sale of farm property

Financial Planning

Job disruption? Buying a vacation home or rental property? Starting a family? Child going off to college? Separation or divorce? Getting a professional opinion about these sorts of issues can save you a lot of money and ensure you make the best decisions for your future. Usually this type of consultation only takes about an hour but the benefits are substantial. Please call us with any questions. We're happy to help.

Retirement Planning

For most people, retirement is exciting and frightening at the same time. Do I have enough money? What are the government benefits for seniors? How do I know if this is the right time to retire? These are the types of questions that we answer every day. We love to help people with planning for this transition and the steps that it takes to ensure a comfortable, stress free retirement.