TAX & FINANCIAL PLANNING
Personal and Small business tax preparation, Financial plans,
Investment Portfolio reviews, Tax efficient investments,
Risk Management - Life, DI, CI, Health, and Travel Insurance
Dave Lee- Financial Management Advisor
(established 1994)
Independent Financial Advice "Doing what is best for you"
Personal and Small business tax preparation, Financial plans,
Investment Portfolio reviews, Tax efficient investments,
Risk Management - Life, DI, CI, Health, and Travel Insurance
Dave Lee- Financial Management Advisor
(established 1994)
Independent Financial Advice "Doing what is best for you"
Personal and Self Employed - Small Business
Income Tax Preparation $65.00 plus taxes - Basic Personal Return Discount for --low income persons, ($20,000 or less) Did You Know almost everybody pays too much tax? Taxes and Fees may take 50% of your Estate! Plan to Save on Income Taxes Contact us today for a Free Consultation. Call 1-866-763-5550 extn 710 SIGN UP HERE- Contact us Financial news updates Income Tax updates Cottonwood Mall Kiosk Opens Feb 13, 2012 for Tax Season. Let us help you Recover Taxes withheld from U.S. Casino Winnings Find a Bookkeeper for your small business Set up with simple record keeping for tax filing. Click here for a free spreadsheet for tracking expenses and income for personal or small business. Investments & Insurance Life- Health-Travel-Disability and Critical Illness New - Best rates on Travel Insurance.Buy online or get a competitive quote click here RRSP OR TFSA CONTRIBUTIONS (RRSP LOANS) TAX EFFICIENT INVESTMENTS WITH RETURN OF CAPITAL GUARANTEES Click here for a sample retirement planning report. Free Financial Planning Consultation Get an Independent opinion on your investments Contact us today Call 1-866-763-5550 extn 710 Contact us by e-mail here. |
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