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PWM Tax & Accounting Services is a proud partner of PWM Financial Services, and happy to serve as a fully-functioning accounting firm.

With 3 Chartered Professional Accountants, and 2 Bookkeepers on staff, not only are our rates very reasonable in comparison to other accounting firms in the Saskatchewan market we also offer incentives to our investment clients.

Our intimate knowledge of financial planning and personal finance which are our other areas of focus as licensed Investment Advisors gives us a fresh approach to tackling your tax situation, often finding opportunities where others may not.

Specializing in farm and small/medium business tax planning & preparation, our areas of expertise include:

  • Setting up professional corporations & holding companies
  • Setting up family trusts
  • Structuring final sales of farming & business assets
  • Tax Returns - Corporate, Farm & Personal
  • Agri-Invest & Agristability applications for personal or corporate clients
  • Free reviews of your prior year's taxes
Schedule Your Discovery Meeting



Tax Tips

Chess pieces
Switching jobs?  Learn how to claim the expenses associated with your move to that new location
How you can use your RRSP to help with continuing your education
How and when to use this useful option
Generating income on your investments is a key tax planning tool
Chess pieces
How to effectively utilize losses ensure your affairs are as tax efficient as possible
How to claim all the costs that you are allowed against investment income


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Medical, Travel & Donations Workbook
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Personal Income Tax Checklist
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Duplicate Tax Slip / Tax Information Request

PWM Tax and Accounting Services is independent and unrelated to HollisWealth, a division of Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and its affiliates do not provide income tax preparation services and do not supervise or review any income tax returns.

Only those services offered through HollisWealth, a division of Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund.

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