TAX CONSULTATION

Talking about money and planning for your future is never easy.

At every stage of life, you need to make the right choices to enhance your personal and family wealth. Deciding how to plan efficiently whether it be RRSPs, RESPs, TFSAs, loans, mortgages, tax efficient investments, income splitting, can be time consuming and confusing.

Whether you are an employee or a business owner, a sound financial plan requires expert help. Our team works with you to understand your overall financial affairs and goals to develop tax strategies and solutions made for you.

Let our 35+ years of experience help you plan for the future.

PERSONAL TAX CONSULTATION FAQs

Who benefits from a tax consultation?

All taxpayers may have the potential to benefit from a consultation, this can include students, professionals, new parents, retirees, and business owners.

What do I need to bring to a consult?

Please bring all documents related to your specific tax queries. This may include previous year’s tax returns, legal documents, and new client information sheet(insert link). If you are missing anything, we will advise you at the meeting.

I have been using York Simcoe Accounting since my mother first brought me to Bill’s house on Valley Drive in Barrie, I was 13 years old with my first job! He was a pleasure to deal with and I remember Dave, in those days, assisting in the background. 34 years later I am still using Dave’s services. Not only for my personal service but for my business of 15 years as well. Dave’s knowledge and courtesy have gone a long way with me, with personal advice and business advice. He has always been there to assist with any questions I have. Not only does he take care of my finances, but now I am also happy to say that he is also carrying on with my kids as well. It’s been great watching Dave grow his business and I can see why he has been able to continue his success and professionalism as his staff is always a great representative of him and his company. I have also referenced many people to York Simcoe Accounting over the years and they still use his services. Thanks, Dave and all your staff, it’s been a great road and I look forward to all our future endeavours.

Keith Bartley, KB Electrical

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