Whether it is personal life events, changes to your business or to the respective tax regimes, your tax planning may be outdated, or even incomplete.

There are many factors that that could affect your plan’s effectiveness, such as:

Marital Status

Children

New Clinics

New Associates

New House

Investment Needs

Income Splitting Rules

Political Landscape

IS MY TAX PLAN OUTDATED?

The Impact of Optimizing your Finances

A Tax check-up with Welch’s expert tax advisors can give you the peace of mind that your tax planning is up-to-date and optimized for success. This can help you:

01. Accelerate Your Savings
  • Save at least 10% of your income
  • Get more out of your returns
  • + more
02. Put your mind at ease
  • Know exactly where your money is going each month
  • Gain a holistic view of your finances
  • + more
03. Prepare for the future
  • Understand your retirement needs
  • Optimize your retirement savings
  • + more
BOOK YOUR TAX CHECK-UP NOW

Contact Joshua Smith for a Complimentary Tax Check-up today!

Or call Joshua at 613-236-9191 x 149.