Tax planning and reporting go hand in hand. The process of annual tax return preparation provides us with the opportunity to recognize planning opportunities and to follow-up on the implementation of tax strategies.

The ECU Wealth Management program includes Tax Planning Services to individuals through two local area Chartered Accounting firms who provide comprehensive tax reporting and tax planning services to individuals.

You may find that you require the services of a professional accountant for complex issues particularly when your circumstances deviate from the norm such as an inheritance, a change in job that allows you to claim business expenses, self-employment, sale of the family cottage, rental income and marital breakdown to name a few. Professional advise and expertise could greatly reduce your tax liability and help you to position yourself favourably in the future.

Contact Us
Chartered Accountants Alan Wintrip 519-579-0891 Click to email alan@alanwintrip.ca Brian Hanna 519-623-3820 Click to email bhanna@collinsbarrowkwc.com

• CDA-US Tax Planning: Tax Traps in Canada – U.S. Personal Tax Planning - Part I
• CDA-US Tax Planning: Tax Traps in Canada – U.S. Personal Tax Planning - Part II