Personal Accounting Services
Expert tax and financial services for individuals and families, helping you achieve your financial goals and secure your future with confidence.
Our Personal Services
Comprehensive financial services tailored to your individual needs and goals
Individual Tax Preparation
Accurate and efficient tax preparation services, maximizing your deductions and ensuring compliance with all tax laws.
Key Benefits
- Federal and state tax return preparation
- Deduction and credit optimization
- E-filing and direct deposit
- Tax law updates and guidance
Tax Planning & Strategy
Proactive tax planning to minimize your tax burden and optimize your financial situation year-round.
Key Benefits
- Year-round tax strategy development
- Estimated tax payment calculations
- Income timing and expense planning
- Tax-loss harvesting strategies
Estate Planning Support
Guidance on estate tax matters and financial aspects of estate planning to protect your legacy.
Key Benefits
- Estate tax planning and compliance
- Trust and estate administration
- Gift tax planning and filing
- Beneficiary designation review
Investment Accounting
Assistance with tracking investment performance, capital gains, and tax implications of your investment portfolio.
Key Benefits
- Capital gains and loss tracking
- Investment portfolio tax analysis
- Cost basis calculations
- Dividend and interest reporting
Retirement Planning
Strategic planning to help you build and preserve wealth for a comfortable retirement.
Key Benefits
- RRSP and TFSA contribution strategies
- RRIF withdrawal and income planning
- CPP and OAS optimization
- Retirement income tax planning
Financial Planning
Comprehensive financial guidance to help you plan for education, major purchases, and other long-term financial goals.
Key Benefits
- Goal-based financial planning
- Education savings strategies (RESP)
- Major purchase planning and budgeting
- Debt management and optimization
Start Your Financial Journey
Take control of your financial future. Schedule a consultation with our personal accounting experts today.