WHAT WE DO: Since 1998, we’ve helped individuals and small to medium-sized businesses cut through all the information and deal with what matters most, because it’s not what you earn that matters… it’s how much you keep!
HOW WE DO IT: We will help you understand and better manage your finances and taxes, which will save you valuable time and energy to devote to more important personal and professional matters. Our team is the best in the business in incorporation taxation into your financial planning, investments, banking, insurance, tax returns and law, as well as estate and retirement planning.
WHERE YOU’VE SEEN US: We are regularly featured in local and provincial publications and other media outlets including:
🖥 CHCH TV
🖥 Hamilton Spectator
🖥 BusinessLink, TaxLetter & MoneyLetter
🖥 Tax Consequences of Debt Management
WHO WE'VE WORKED WITH:
⭐Nelson Financial Planning Corp.
⭐Knowledge Bureau
⭐RN Croft Financial Group
WHAT OTHERS SAY:
🗣 "With Alan’s knowledge, experience and hands-on approach, I feel that he certainly would be a very good candidate to teach and provide insight into tax saving methods.” - Rick Nishizaki, P.Eng. ReMax Escarpment Realty Inc.
🗣 "When one of my clients requires tax advice, I can refer them to The Accounting Place knowing that they will receive straight answers and solid advice to their questions and concerns.” - Paul Whitwell Bsc, CFP, CLU, CHFC, Manulife Securities