Tax Planning & Other Financial Options
Business owners are always looking for financial options or ways to minimize taxes on their businesses because they could use more money towards expanding their business. I work close to a professional accountant who can help provide tips on building a better financial position than you are in today.
My consultation will help you understand other options that may be available to you. However, key factor to these plans is understanding what changes are necessary for you and your business.
If you'd like to sit down and have a consultation; prepare your personal information.
- Notice of Assessment
- All Investment accounts
- Current plans in place like RRSPs, Annuities, RRIFs and Pensions
- Mortgage & Details
- Bank Statements
- Debt Statements i.e. Credit Card and etc.
- Anything that applies for your overall financial position