PWM Tax & Accounting Services

So you can focus on what matters most

OUR DIFFERENCE

PWM Tax & Accounting Services

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.

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

Find out more about how we can help you

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