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Personal Tax Returns

Your trusted local provider of personal tax return services.

We understand that filing your taxes can be a stressful and time-consuming task, but with our expert assistance, we can help you navigate the process with ease and confidence.

Our team of qualified professionals has over 20 years of experience in the field of tax preparation and planning. We are committed to staying up-to-date with the latest tax laws and regulations to ensure that you receive the maximum possible refund or minimize your tax liability. Our personalized approach means that we take the time to understand your unique financial situation, and we tailor our services to meet your specific needs.

Our services include:

  • Personal Tax Return Preparation: We can help you prepare and file your personal tax returns, including income tax returns, rental income, investment income, and more.
  • Tax Planning and Consulting: We can provide you with expert advice and guidance on tax planning strategies, such as retirement planning, estate planning, and business succession planning.
  • Tax Compliance: We can assist you with tax compliance, including filing requirements and payment obligations.
  • Audit and Review: We can help you prepare for and manage CRA audits and reviews.
  • Appeals and Disputes: We can assist you with CRA appeals and disputes, including tax assessments and reassessments.

At Upward Financial, we pride ourselves on providing reliable, efficient, and cost-effective tax services. We offer flexible appointment scheduling, and our rates are competitive and transparent. We also provide ongoing support throughout the year to ensure that you remain compliant with tax laws and regulations.

Contact us today to schedule a consultation and discover how we can help you achieve your financial goals. Let Upward Financial be your partner in tax preparation and planning.

Take control of your finances.

Call Us At: 519.669.2806
With our personalized approach and commitment to excellence, you can trust that you're in good hands with Upward Financial.

So why wait? Contact us today to schedule a consultation with one of our financial advisors and take the first step toward a brighter financial future!
Book an appointment today
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