Services we offer:

Income Tax Preparation
Full Service Financial Planning

Including: Investments, RRSP's, RESP's Mortgages, Personal Loans and Lines of Credit Insurance

 
   
 

Taxplan is an income tax preparation and financial planning firm that was founded in 1999 by Certified Financial Planner, Gennaro De Luca. Taxplan prides itself on the exemplary level of service it provides its clients. Our core values of integrity, knowledge and accountability are evident in all that we do. Unlike some of the larger tax preparation firms, Taxplan wants nothing less than to build a relationship with you that will last a lifetime. We want not only to be your tax preparation firm of choice, but also your comprehensive financial planning partner. Emphasis on customer service including audit assistance, a money back guarantee and free tax return checking are just a few of the above and beyond features offered by us.

Please feel free to send us an e-mail or give us a call to discuss your unique tax and financial planning needs. Thank you.

 
At Taxplan, preparing the perfect tax return for our client is our goal. Although every effort is made to make certain that your tax return is prepared correctly and that all calculations are precise, occasionally an error may occur. If your tax return is prepared incorrectly as the result of a Taxplan initiated error we will pay any penalties and interest associated with any reassessment or late filing. We will also make any and all necessary corrections to your return at absolutely no additional cost to you. This is our guarantee.

 

Income Tax Preparation
Full Service Financial Planning

Including: Investments, RRSP’s, RESP’s Mortgages, Personal Loans and Lines of Credit Insurance


Canada Revenue Agency – http://www.cra-arc.gc.ca/menu-e.html
Bank of Canada – http://www.bank-banque-canada.ca/en/index.html
Financial Planners Standards Council – http://www.cfp-ca.org/index.asp
Investopedia – http://www.investopedia.com
The Globe and Mail – http://www.theglobeandmail.com
Financial Calculators – http://www.dinkytown.net/java/ca.html http://finance.sympatico.msn.ca/
Toronto Stock Exchange – http://www.tsx.com

Home My Tax Return Advisors Contact Us Financial Planning Tools Site Developed By WWS