T A X   S E R V I C E S

Tax Strategies

The Tax Shop Inc. approaches tax planning from a holistic viewpoint, which encompasses all you financial entities, personal and business. Through accurate documentation, previously filed tax returns and discussions regarding your financial investment and business goals, a preliminary strategic tax plan will be presented. Two additional meetings will be provided to discuss and refine the plan. The final step in this process is the issuance of a detailed report outlining our recommendations and implementation procedures required to achieve your desired financial and wealth management goals.

Monthly / Quarterly Tax Monitoring

Tracking your financial performance against the agreed upon plan set in place during our strategic planning sessions will allow us to insure your road to financial success is being followed. This process permits us to analyze whether or not your goals will be reached and allows us to adjust the application of various strategies used to meet those goals.

Tax Returns Preparation

As an important member of your financial team, tax return preparation, both personal and corporate, is a by-product of our planning and monitoring process. It is your report card commenting on how you have done over the past year and a launching pad for the new year’s strategic planning adjustments. The Tax Shop Inc. has many years of experience preparing tax returns. We however pride ourselves on being your financial coach 12 months of the year.

B O O K K E E P I N G    S E R V I C E S

At The Tax Shop Inc., we realize that financial record keeping is an unpleasant task for many, and procrastination of this task becomes and unpleasant chore awaiting your attention.

Regain control of your financial goals by utilizing on of our many bookkeeping services and start living the life you dream about. At The Tax Shop Inc., we can make your dreams come true by keeping you up to date on your financial roadmap.

C O N T A C T    I N F O R M A T I O N

Robert W. Bartlett
8 Strathearn Avenue Unit 22,
Brampton, Ont. L6T 4L9

905-458-0944 - Office
416-885-3282 - Cell
905-495-9746 - Fax
C O N N E C T    W I T H    U S
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