Financial Consulting Services - Vancouver, British Columbia

By: Alrich Financial  09-12-2011

As a special additional service to our clients, we provide the following at no charge:

  1. Review of previous personal tax returns and notices of assessment to detect any errors or omissions, which could be of benefit to you.
  2. Review of current projected tax return for any potential savings on the existing situation, as well as incorporating any proposed new tax shelter. We often suggest tax savings using existing situations, for example, providing a comprehensive list of possible deductions for the self-employed, and suggesting possible income splitting with your spouse.
  3. Advice on home mortgages for both new purchases and refinancing.
  4. Referrals to specialists in complex tax matters, personal insurance, budgeting and long range financial planning.

Contact Alrich Financial


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