TAX PREPARATION

Tax Preparation Solutions

(Maximum 50 households) - Currently looking to add up to 10 new households

 

Typical Clients:

Clients who choose my tax preparation service package are individuals and families who are unable or unwilling to prepare their taxes.

 

They are looking for specific assisstance with how to file their returns and want to have a direct personal relationship with someone who understands their situation.

 

What You get:

Tax Return Deliverable

I will electronically file your return with the CRA and provide assisstance during audits and re-assessments.

 

Monthly

Education Opportunities

This is a breakdown of the newsworthy events from the month prior. It also includes links and insights to various useful websites and articles. This is done by email.

 

Meeting

¹Tax Preparation Meeting (once per year)

This meeting is designed for me to capture your tax situation, discuss details, and gather your tax information. 

 

Unlimited

Email and telephone access for general tax advice.

 

Add on solutions available:

Financial Planning

Insurance Services

Investment Planning ($250K in household investable assets)

Wealth Management ($500K in household investable assets)

 

Pricing

Please contact for pricing.

 

Notes

¹Meetings can be facilitated face to face, via phone, or online. House visits can be accomodated as needed.

 

Service delivery method is negotiable based on client needs.

 

Tax preparation products and services are provided through Ryan Napier - Tax Preparation, an independent company unrelated to Assante Capital Management Ltd. ("ACM"). Stocks, bonds and mutual funds are provided through ACM, a Member of the Canadian Investor Protection Fund ("CIPF") and Investment Industry Regulatory Organization of Canada. Only those services offered through ACM are covered by CIPF.