Get started with a free consultation!
Get started with a free consultation!
I am located in St. Catharines, Ontario but I am able to work with clients near and far. My tax expertise will benefit anyone trying to navigate Canada's complex tax system including individuals, small business owners and trusts and estates. If you need help with bookkeeping & payroll my team can help with that too.
After graduating from Brock University with an Honours Bachelor of Accounting (Co-op Option) in 2005, I received the Chartered Accountant designation in 2006 and went on to complete the CPA Canada In-depth tax program in 2008. I have also completed other CPA Canada programs including Corporate Reorganizations and Fundamentals of International Taxation. With over 14 years of practicing tax full-time, I have worked in several practice areas including private and public company taxation, high net worth clientele, trusts and estates and small businesses and individuals. Overall I am drawn to working with those who can benefit the most from my expertise since taxes affect our personal income, cash flow and retirement potential. My expertise brings piece of mind for my client's tax and financial position.
Legal and tax services go hand-in-hand. A lawyer's clients may need tax advice for:
Working with an external tax consultant provides the expertise when you need it:
Executors have a big responsibility to make sure the estate's affairs are carried out. An experienced tax consultant can help with:
The challenge for entrepreneurs is to find time to work on their business while also working in their business. An accountant who is also a tax expert can assist with:
Personal taxes can be complicated. A tax professional will ensure your taxes are done right and tax savings are achieved:
We are taught to save for retirement but little guidance exists as to how to ensure that the plan is tax efficient. Canada has a tax system that assigns different tax rates to various types of income which can significantly affect your annual cash flow, not the mention the tax paid on death that will affect the financial assets of the surviving spouse and/or beneficiaries. A tax analysis of your retirement plan will provide peace of mind.
Sign up to hear from me.
Bookkeeping Services are also available to assist with your business needs as I have a qualified bookkeeper who can also handle payroll. Please contact me to inquire about this service.
Copyright © 2020 Peggy Bosch Professional Corporation - All Rights Reserved.