Tax Preparation

Holistic Wealth offers Tax Preparation services for individuals in Summerland, the South Okanagan, and even people across the country! Our Holistic Wealth process is a proactive service that inquires about your circumstances to introduce tax planning and tax reduction opportunities that you may not have thought of and you otherwise are missing.

We have a proprietary questionnaire that prompts us to look for any disclosures you have to make as well as tax deductions that you might otherwise overlook.

For example, for medical expenses, many people forget to include premiums for travel insurance, travel for medical appointments when a local option is not available, and we watch for extended health premiums which people pay for through their employer. This is in addition to the medical receipts you paid for.

Another example is charitable contributions. May people are not aware that you can accumulate these over five years. The tax savings is much higher once contributions exceed $200.

We can access your Canada Revenue Agency information to help explain any notices of assessment.
We currently accept payment via e-transfer, cheque, or money orders.

Disclaimer:

Tax preparation is not part of Manulife Securities Incorporated or Manulife Securities Insurance Agency.

Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.