Individuals & Families

Personal Tax Planning & Preparation / Financial Planning Services

We are also your partner and advisor where tax optimization strategies for you, your family and your business are concerned. Included in our list of personal tax services are:
  • Personal tax forecasting.

  • Financial planning including taxation, estate and trust tax planning and tax filing.

  • Audit assistance and tax appeals follow up.

  • Tax adjustments and corrections requests.

  • For a Personal Tax Return preparation checklist, please click here.