TAX & PLANNING GROUP

Although often addressed separately, taxes are an important component of financial planning and are best dealt with in tandem. There's an advantage to having a tax specialist understand your overall financial picture. Equally, having the financial planner involved in your annual tax filing allows him/her to more strategically approach tax planning and be more effective in achieving financial goals. This is what makes Tax & Planning Group unique; we focus on the synergy between tax and financial planning to drive better results... Combining tax and financial planning is even more effective in a business owner environment. We provide synergistic tax & planning services to businesses operating in sole proprietor, partnership and corporate structures... Services are customized to your needs. If you're only interested in having your tax returns done, no problem, we're here to serve. Keep scrolling to meet the team. We look forward to working with you!

Primary location: Burlington