December 4, 2023 | news release

Who is The Accounting Place

BY: Jason Ayres
The Croft Financial Group (CFG) has made a strategic investment in acquiring The Accounting Place as part of an overall integrated wealth management offering to our advisor partners and clients.

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Add Strategic Tax Planning to Your Service Offering with The Accounting Place

The Croft Financial Group (CFG) has made a strategic investment in acquiring The Accounting Place as part of an overall integrated wealth management offering to our advisor partners and clients.  With over 20 years of experience in serving taxpayers across Canada and having worked with a range of CFG clients over the years, The Accounting Place excels in taxation, accounting, and wealth management services, expertly tailored for both businesses and individual taxpayers.

A Focus on Tax Minimization and Wealth Building

Their core expertise lies in mitigating taxation expenses, a notable annual cost for many. This is not just about CRA compliance; it’s an integrated approach to reduce income tax burdens while fostering wealth accumulation.

Services Designed for Real Needs

The Accounting Place’s services resonate especially with the needs of small to medium-sized businesses and individual taxpayers. They skillfully cut through complex financial data, focusing on crucial aspects: maximizing income retention and enhancing overall financial health.

The Complimentary 3 Year Tax Recovery Audit: A Unique Offering

This standout service from The Accounting Place ensures accurate tax returns and possibly larger refunds by retrospectively examining tax history. It’s particularly beneficial for Canadian taxpayers due to:

  1. Identification of Overpaid Taxes: It uncovers overpayments stemming from missed deductions, optimizing the tax position.
  2. Optimization for Family Units: The review process is customized for the best financial outcome for families.
  3. Building a Future-Ready Tax History: This audit lays the groundwork for efficient tax planning, pivotal for sustained wealth.
  4. Navigating Canada’s Self-Assessment Tax System: It fills the gap in a system where individuals might overpay taxes, as CRA doesn’t automatically optimize returns for the taxpayer’s maximum benefit.

How to Access this Complimentary Service

If you believe your clients could benefit from a complimentary 3 Year Tax Recovery Audit, please reach out to our Integrated Wealth Management Coordinator, Amy Martin, at amartin@croftgroup.perception.ca to explore this opportunity.

Jason Ayres

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