|
Financial Planning
Most Canadian families are
financially ill-prepared when they are hit with some of life’s
challenges and changes, such as:
-
Loss of Employment
-
Paying for College and
Education
-
Retirement
-
Starting Up Your Own Business
-
Surmounting Debt
-
Sudden Injury or Illness
-
Loss of a Spouse or Loved One
-
Death
Would you like to avoid being like
most Canadians? Do you want to make sure you're making wise
financial decisions today that will see you and your family
through life's challenges?
As your Financial Advisor, we will
personally help you identify your:
-
Long term and short term
financial goals
-
Your current financial
situation
-
Income Taxes efficiency of
your current plan
-
Insurance Analysis
-
Investment Overview
-
Education saving analysis
-
Home purchase, mortgage and
loan review
-
Will Review
Please call us today to schedule
one-to-one meeting for initial review of your financial
situation. At the end of the consultation, you will have a clear
picture of where you are headed and what moves you need to make
next. Our professionally prepared plans are custom designed to
address your specific issues and concerns.
top
Income Tax
We understand that taxes are often
pretty complicated, that's why we offer the following services
to help make the preparation a lot easier:
-
Regular Tax Preparation:
Convenient, accurate and affordable preparation of all types
of tax returns including personal, business and corporate.
Call today to schedule an appointment.
-
Online Tax by Fax: Just
print the information form, complete the details and fax the
form and T-slips to: (905) 670-0044, or you can also scan
and e-mail the information. Our tax consultant will compete
your return and e-mail it back to you.
-
Electronic Filing Services:
This is an automated paperless filing system which allows
E-Filer to transmit the tax returns directly to the Canada
Revenue Agency (CRA). They will then provide acknowledgement
if the return has been accepted. The refund will then be
deposited into your bank account in approximately two weeks.
Prudent Asset Management Inc. is an approved E-Filer for the
CRA.
-
First Return: As a new
landed immigration, you may be eligible for filing tax
returns at no charge basis, please call today to check.
-
Review of Your Taxes: As
a service, we shall review tax returns from previous years
to ensure that you have received maximum credits.
Our Guarantee:
We guarantee all our fee-based work.
If your income tax return is audited, we will support you
through the process and explain how your return was prepared. If
there is an error in the preparation on our part, we will
reimburse the interest cost charged to you. If the CRA
incorrectly reassessed your return, we will help you prepare a
Notice of Objection.
top
Business Service
Are you planning to setup a new
business?
Are you looking for service for your
existing business?
Call us today for:
-
Accounting for
small-businesses and self-employed individuals
-
Bookkeeping for small
businesses and entrepreneurs
-
Corporate Tax Returns
-
GST/HST Returns
-
PST Returns
-
Payroll
-
T4 Summary
-
Name Search
-
Company Incorporation
-
Business Plans
-
Financial Statements
-
CRA Tax Notices and Reviews
Let us help you take care of the
financial organizing. We have experience in an assortment of
establishments and cater to different types of business. From
dental clinics, fitness centers and daycares to fast food
franchises and coffee shops as well as small scale software and
home businesses. We take care of your accounting and
bookkeeping, so that you will be able to focus on managing your
venture.
top
CFP®, CERTIFIED FINANCIAL PLANNER®
and
 ®
are certification marks owned outside the U.S. by Financial
Planning Standards Board Ltd. (FPSB). Financial Planners
Standards Council is the marks licensing authority for the CFP
marks in Canada, through agreement with FPSB. |
