The Accounting Place – Strategic Tax Planning Without the Jargon

Founded in 1999, The Accounting Place (TAP) brings over two decades of hands-on tax planning and financial expertise to individuals, families, and businesses across Canada. Known for its straightforward, client-friendly approach, TAP helps clients cut through complexity to understand and manage their finances more effectively—saving time, reducing tax burdens, and unlocking long-term financial opportunities.

Comprehensive Tax and Accounting Services

TAP offers a wide range of services designed to support both individuals and business owners, including:

• Personal and corporate tax preparation
• Tax planning and strategy development
• Business accounting and advisory
• GST/HST and payroll compliance
• Succession, estate, and retirement tax strategies

The TAP team takes pride in demystifying the tax process and empowering clients with the knowledge and tools to make smarter financial decisions.

Direct Support for Individuals, Families & Businesses

While TAP works closely with Croft Financial Group, it also serves a broad base of direct clients across Canada. Whether you’re self-employed, managing a growing business, navigating a complex family tax situation, or just looking for a better experience at tax time, TAP offers personalized, efficient service to meet your needs year-round—not just during tax season.

Integrated Tax Planning with CFG

As a wholly owned subsidiary of R.N. Croft Financial Group Inc., TAP partners closely with CFG portfolio managers and financial advisors to ensure clients receive seamlessly integrated, tax-efficient financial solutions.

This collaborative approach means clients benefit from coordinated strategies that align tax planning with investments, retirement income, estate distribution, and overall financial goals—helping maximize after-tax outcomes and protect long-term wealth.

Collaborative, Cross-Disciplinary Expertise

TAP’s experienced tax professionals work alongside a network of experts in:

• Financial planning
• Investment management
• Insurance and risk mitigation
• Banking and lending
• Estate and retirement planning

This integrated, team-based approach ensures strategic, holistic tax planning for every stage of life and business.

Serving Clients Across Canada

No matter where you are located in Canada, The Accounting Place is equipped to support you with:

• Remote and digital tax filing
• Secure online client portals
• Clear, proactive communication year-round

Whether you’re working with a CFG advisor or managing your finances independently, The Accounting Place is your trusted partner for strategic tax planning, compliance, and peace of mind.

visit: www.theaccountingplace.ca