Personal Tax Returns

Over the phone meeting
Team Meeting

We understand that for business owners, it can be tough to see where business finances end and personal finances begin. That’s because we believe they are integrated.

The choices you make in your business will affect your personal finances, and your personal decisions affect your business. We review your personal and family finances, as well as your business finances to help you identify ways to minimize taxes and achieve your financial goals. We want you to optimize your personal strategies, and we believe that the best way to do that is to look at your finances from every angle.

KWB provides personal tax services to individuals who we do business year-end work for. We also provide personal tax services to individuals looking for a better experience.

Working on a Computer

We send you a checklist early in the year, outlining what you’ll have to provide in order for us to efficiently and accurately prepare your taxes. This helps you to prepare in advance, and ensures that you won’t be left questioning whether you have forgotten something.

Your personal tax returns will be completed in a timely, efficient manner. We use information that you give us throughout the year about your business, family, and financial goals, to help achieve optimal tax savings this year, and make recommendations for next year and beyond.

"Whether it is preparing business or personal taxes, strategizing about the financial direction of my business, or mapping out my family’s financial strategy, KWB always has my best interests in mind."

— Perry McPherson, Great Circle Investments Inc.

When you have collected all of your tax documentation, you can simply drop it off at our office. We will review your return with you to help you understand how we minimized your taxes this year, and to explain what you can do in future years to optimize your tax strategies.

For more information on our personal tax return services, please contact us.

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