Tomlin Financial Group

Services

OUR SERVICES

What We Provide

Crisis Management

Our Group has many years of experience resolving your immediate points of pain: an impending audit, the threat of litigation, a bank manager who is threatening to pull your line of credit, or a CRA collections officer who has just seized your bank account. We’ve seen all these before and we’re here to help.

Tax Planning

Being self-employed, especially when you own your own corporation, offers significant opportunities for tax savings. We’re here to offer insight and strategies that leverage your family’s unique personal circumstances.

Estate Issues

Being the executor of an estate is never fun. Sometimes, complex tax, legal and financial concerns must be untangled against a backdrop of personal grief and often, grievance. We’re here to help with a sensitive personal touch, insight, and a knack for identifying and resolving key issues.

Financial Planning & Investment Management

Many accounting professionals are reluctant to venture beyond their traditional roles. Investment professionals are inclined to be sales-oriented and may lack expertise on or concern for the technicalities of your unique tax and financial circumstances. We are here to help bridge that gap. In affiliation with Portfolio Stewards Inc., we provide investment management services which both sweats the small stuff and sees the big picture.

Routine Tax Filings

Corporate and personal tax returns, GST filings, payroll (including for family members or domestic help) – our bookkeeping staff can make sure your deadlines are met and your headaches are resolved.

International Issues

We provide the same range of problem solving, estate management, routine tax filings, tax planning and investment management services for those of our clients who reside outside Canada. Our clients are situated in many countries throughout the world including New Zealand, Italy, Japan, Great Britain, Israel, China.

Investment management services in affiliation with:Portfolio Stewards

A boutique firm of experts – A wealth of experience and wisdom.
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