Tax Planning and Preparation

You work hard for your money. Careful tax planning and professional tax preparation can help you keep more of it. At Fincor Financial, we know that strategic tax planning is essential to your financial plan.

With Optimize Wealth Management, we offer in-house tax preparation services. These services can help relieve the burden of filing your taxes and ensure accurate and compliant returns. Experienced tax professionals can optimize your financial position, maximize deductions, minimize liabilities, and ensure compliance with changing tax laws.

Professional tax preparation can save stress, time, and money

Unfortunately, paying your taxes could be one of the largest ongoing expenses in your lifetime. Comprehensive and strategic tax planning ensures you take advantage of every tax-saving opportunity. That way, you can meet your financial goals in the long term.

Your advisor at Fincor Financial Group can help you reduce your tax bill through strategic contributions to RESPs, RRSPs, TFSA, and individual pension plans. Then, Optimize’s team of trained tax professionals can help you prepare your return so you maximize all deductions, incentives, and credits while being accurate and compliant.

We can assist with personal tax preparation, tailoring our approach to your unique situation. You’ll receive ongoing support and access to professional advice year-round.

The tax return preparation process

You’ll work closely with a skilled tax professional to prepare your return. Here is the general process:

  • Initial consultation and gathering of relevant financial information
  • Review and analysis to identify deductions, credits, and tax-reduction strategies
  • Preparation of tax returns
  • Review to ensure accuracy and compliance
  • Electronic tax filing, including all forms and documentation

Start your tax planning today!

While tax season comes annually, you should incorporate strategic tax planning year-round. Fincor Financial can help you create a tax-saving strategy to reduce your owing amount. Then, contact us to get started on your tax return preparation and experience the benefits of stress-free tax filing!

Contact Fincor Financial for more information.