Taxes

• Tax Planning
  In addition, we also provide tax planning and U.S. tax filing services for Canadian residents owning real estate in, or contemplating moving to, the United States.
• Charitable Giving
• Tax Services
• Roth IRA
• Tax Deductions
  Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy - a vacation home, for example
• Income Tax
  In addition, there are some very effective estate planning ideas that can also cut your current income tax bill.
• Tax Return Preparation
  Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

Investment

• Investment Management

Planning

• Financial Planning
• Retirement Planning