Personal Accounting Services - Make the Right Financial Decisions

Our primary goal as a trusted advisor, is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

Accounting Services for Individuals

Although at our Edmonton accounting firm we are focused on making businesses flawless in their accounting and planning functions, we also cater to individuals for their personal accounting requirements. Apart from personal financial planning, we deal with tax planning and preparation, estate planning, and bank financing affairs too. Furthermore, we work on the most common issue that individuals face – separating business and personal functions, accounts, and finances.

Our team of experienced tax advisors can make your annual personal tax preparation, organization and filing a simple and straightforward experience. We take the time to explain the tax regulations and process of completing your return (what must be included, what credits you may or may not be eligible for, and what documents you are required to keep). This is always done in simple terms to help you understand your tax situation and the effect of certain decisions on your tax returns in order to avoid paying more tax fees than you should.

Tax planning is vital not only for business but for individuals as well because you can take advantage of opportunities to reduce your annual tax payments. Our tax advisors will work with you to develop a clear understanding of your goals. Once we establish your goals, we can recommend proactive actions you should take in order to make the appropriate preparations for the future. We can take into account such options as deferred tax with life insurance, RRSPs, RESPS, Retirement Benefits, HBP and LLP, mutual funds, Form T1213 and more.

Our experienced financial advisors can guide you through the estate planning process so that you can transfer your assets with the least amount of cost. The main goal of estate planning is to create a plan that can reduce administrative fees, taxes and other expenses when you transfer your assets to your loved ones. We will help you ensure that you and your family maintain control of your estate while keeping estate fees to a minimum. What’s more, we can help you with tax strategies to minimize your tax liabilities upon your death.