Expert Guidance for Your Financial Success
Are you ready to take control of your financial future? Osborn Financial is here to help you navigate the complexities of personal finance with confidence and ease. With years of experience and a deep understanding of financial planning, we offer tailored strategies to meet your unique goals.
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What do you love most about your job?
Working with people to help them be successful in their financial lives
What inspired you to start your own business?
Owning my own business allows me to help more people. I can be flexible on my rates and even offer a sliding scale.
Why should our clients choose you?
I am friendly, warm and easy to communicate with.
I meet or exceed expectations
Can you provide your services online or remotely? If so, please add details.
Yes. All business can be done remotely using on line applications including Zoom and DocuSign
Personal T1 Tax Return Preperation
Canadian Tax Preparation for personal and sole proprietors
Income Tax Planning
Tax planning is the process of ensuring that all aspects of your financial plan work together in such a way that they reduce your overall tax bill as much as is legally possible.
• Strategic use of investments in registered accounts, such as TFSAs, RRSPs and RESPs
• Income splitting can reduce taxes by moving income to a lower-earning spouse
• Maximize permissible tax deductions and tax credits
• Use the Home Buyers’ Plan and the new FHSA to make a down payment on a new home
• Charitable giving can help reduce your tax liabilities.
RRSP Loans available
Applications processed on line with immediate approval for up to $10,000
