Accounting and Tax Services for Individuals in the Perth & Westport Ontario Area
- Income tax return preparation
As trusted tax adviser to many residents and businesses in the Perth & Westport area, we have been able to achieve substantial savings for many of our clients. And with your long term success in mind, we never hesitate to make you aware of opportunities and challenges that you may encounter further down the road. We prepare tax returns for individuals, estates and business.
- Financial Planning
You may be planning for retirement, investing in your families’ education or investing in real estate. Wisely investing involves assessing your needs, wants and goals and selecting a suitable style of investment. The only way to guarantee fully independent advice is by making sure the fee your adviser receives does not depend on how and where your capital is invested. We are pleased to set aside time to review your situation and discuss recommendations for:
- Referral source for professional services:
Sometimes you need the services of a professional where the phone book just will not do the trick. You are essentially looking for a special combination of knowledge, skills, experience and a factor “like and trust”. When you are relatively new to the area, this may be a particular challenge. Our staff have been living and working in the community for years and we proudly maintain a network of trusted referral partners. Since we aim to match your needs and goals as closely as we can to the variety of businesses we know, we would confidently direct you in the following areas.
- Banking
- Banquet facilities
- Building appraiser/inspector
- Engineering
- Insurance
- Legal
- Life insurance
- Real estate
- Credit counseling & debt management
- Computer sales and service