PWM Tax & Accounting

Our Difference

Our team of experienced professionals is committed to delivering tailored solutions that drive financial success too your business. From bookkeeping to strategic financial planning, we are here to optimize your financial landscape. We prioritize understanding your unique needs to provide personalized solutions, embracing the latest technologies for efficient and modern financial management.

Not only can we provide cost effective solutions for growing businesses, but we can also provide strategic guidance and custom solutions for transitioning your personal and business financial assets for retirement. We also offer exit strategies that minimize disruption and maximize continuity in your business to secure your legacy.

Accounting Services

At PWM Tax & Accounting Services, we strive to provide comprehensive tax and accounting service to our clients. Below is a description some of the services available within PWM Tax & Accounting services.

Tax Returns:
Corporate & Personal

Personal tax services at a competitive rate for you and your family. Corporate year-end for your small business, incorporated farm, professional corporation or holding company.

Estates & Family Trusts

Get your trust returns completed here to maximize the after-tax value to you and all the other beneficiaries.

Business Purchase/Sale Advice

Should you buy/sell the assets? Should you buy/sell the shares of the business? Let us help make the best decision for you.

Should You Incorporate?

Does it make sense to do it now or should I wait a couple more years? When to incorporate and how to do so is an important decision. We can help you decide!

Agri-Invest & Agristability

Should you be in Agristability? Help you make that decision as well as complete the applications to maximize the value of these programs for your farm.

Free Reviews of Personal Taxes

Unsure if your taxes are done right. We will review your file for nothing to give you the piece of mind that you have not missed out on any personal tax credits or deductions for you and your family.

Advice & Resources

Tax Tips

Moving Expenses

Switching jobs? Learn how to claim the expenses associated with your move to that new location.

Download PDF (101kb)

Home Buyers Plan

How and when to use this useful option.

Download PDF (89kb)

Lifelong Learning Plan

How you can use your RRSP to help with continuing your education.

Download PDF (91kb)

Types of Investment Income

Generating income on your investments is a key tax planning tool.

Download PDF (108kb)

Types of Losses

How to effectively utilize losses ensure your affairs are as tax efficient as possible.

Download PDF (109kb)

Investment Expenses

How to claim all the costs that you are allowed against investment income.

Download PDF (96kb)

Downloads

Medical, Travel & Donations Workbook

Download XLS (92kb)

Personal Income Tax Checklist

Download PDF (250kb)

Duplicate Tax Slip

Download PDF (52kb)

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including PWM Private Wealth Counsel. As a client of Q Wealth, you may receive services from both Q Wealth and PWM Private Wealth Counsel. Note that individuals from PWM Private Wealth Counsel will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. PWM Private Wealth Counsel may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

Kevin Hegedus is the founder of PWM Private Wealth Counsel with offices in Saskatoon, Prince Albert, and Swift Current, Saskatchewan, Canada.
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Insurance products and services are offered through PWM Financial Services Inc.

PWM Tax & Accounting Services is not related to and is an independent third-party business from PWM Financial Services Inc. and PWM Private Wealth Counsel.

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