PWM Tax & Accounting

So you can focus on what matters most

OUR DIFFERENCE

PWM Tax & Accounting

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.

SERVICES

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 your 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

Tax Tips

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

How and when to use this useful option.

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

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

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.

DOWNLOADS

Resources

Medical, Travel & Donations Workbook

Personal Income Tax Checklist

Duplicate Tax Slip

PWM Tax and Accounting Services is independent and unrelated to iA Private Wealth Inc. iA Private Wealth Inc. does not provide income tax preparation services and does not supervise or review any income tax returns.

Only those services offered through iA Private Wealth Inc., are covered by the Canadian Investor Protection Fund.

Find out more about how we can help you

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