Tax Filing & Preparation

• Tax planning is an important part of your financial plan. Every dollar reduced is an extra dollar in your pocket to use as you would like. You can invest it, pay down debt or improve your cash flow. Legitimate tax minimization helps achieve this goal.

• Tax planning for your retirement is important as you can reduce taxes owing just by focusing on the order of investments that you withdraw your retirement funds from. This can in turn protect your government programs from being clawed back.

• Tax planning for your estate can help reduce the overall taxes payable by the estate  as well as allow more money to flow through to your beneficiaries.

At Querencia Wealth, we can file your return for you after preparing and reviewing your information to see if there are other deductions that may have been missed. We will also try to take advantage of available tax reduction opportunities such as increasing your RRSP contributions based on your current tax rate.