OUR SERVICES
01
Taxes
Canadian tax filing services for students, employees, retirees, self-employed entrepreneurs, and small businesses using certified CRA endorsed software for accurate reporting. For self-employed individuals, we establish your tailored chart of accounts that seamlessly aligns your bookkeeping with your tax filing needs. Do you work from home? Call us, plan your 2023 tax return and maximize your return.
02
Financial Education
Education and empowerment of individuals and families to make informed decisions about income protection, debt management, government incentives, retirement strategies, and investments. Get a free-no obligation expert financial analysis of your current circumstances, and visualize a customized step-by-step plan to lead you towards achieving financial independence.
03
Business Planning
Business Modeling to turn driven entrepreneurs' visions into tangible reality. Our comprehensive small business package encompasses a sensitivity analysis and a detailed 3-5 year plan, complete with pro-forma financial statements, equipping you to pursue future expansion or secure formal bank loans. Leave the mastering of financial intricacies to us!
04
Government Benefits
Steer individuals and families through the government benefit process until you successfully obtain the benefits you're entitled to. From the Canada Child Benefit and GST/HST credit to the Child Disability Benefit, BC Climate Action Tax Credit, Disability Tax Credit, RDSPs, RESPs, and more – we're committed to ensuring you make the most of these resources!