Tax planning and wealth management go hand-in-hand. After all, it's not what you earn, it's what you keep!

When we prepare your tax returns we do so with an eye on not only reducing your taxes in the current year, but also on advising you how to reduce your taxes in the future. Also, you can contact us throughout the year with questions on how to save taxes or how to structure your affairs to minimize your tax and maximize your wealth.

Whether you need a tax plan for the upcoming year or an estate plan for the next twenty, McIntosh Norton Williams has the experience and knowledge to assist you.

We Offer

Tax

• Tax Planning
• Tax Advice
• Tax Preparation

Wealth Management

• Financial planning
• Retirement planning
• Estate planning
• Trusts

For both unincorporated and incorporated businesses we are available to perform bookkeeping, sales tax reporting and payroll services. We can efficiently process your financial information to allow you to get on with your business.

If you prefer to look after your own accounting systems, we can train you to use accounting software.

We can help you prepare budgets and cash flow estimates, and we offer business coaching and strategic business planning for those in need of in-depth business services.

We Offer

• Strategic business planning
• Budget and cash flow estimates
• Bookkeeping, sales taxes and payroll services
• Business coaching
• Accounting and computer training

For corporate entities, we provide a wide range of services. We can audit, review or compile your year-end financial statements. We can also prepare your corporate tax return while keeping in mind that you may not only want to minimize your corporate taxes but also your personal taxes. Integrated tax planning between you and your corporation is part of our services.

Of course, our corporate services begin even before a client is incorporated. Incorporation is not always suitable and we inform clients about the positive and negative aspects of incorporation.

We Offer

• Year-end financial reporting (audit, review, compilation)
• Corporate tax preparation

McIntosh Norton Williams has extensive experience with serving First Nations. Two partners and a senior accountant have the Certified Aboriginal Financial Manager designation, and together they have over 42 years of combined professional experience in First Nations audits, taxation and strategic planning.

We Offer

• Auditing
• Taxation
• Strategic planning

For-Profit businesses are not the only ones who require accounting expertise; Not-for-Profit businesses have unique reporting formats and different reporting requirements. McIntosh Norton Williams works with Not-for-Profit organizations to meet these particular challenges.

We Offer

• Year-end financial reporting (audit, review, compilation)
• Charity returns and GST preparation
• Strategic planning