PWM Tax & Accounting Services

Welcome

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

Videos

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Tax Tips

Moving Expenses

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

Lifelong Learning Plan

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

Home Buyers Plan

How and when to use this useful option

Types of Investment Income

Generating income on your investments is a key tax planning tool

Types of Losses

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

Investment Expenses

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

Resources

Medical, Travel & Donations Workbook

Personal Income Tax Checklist

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.