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TAXESMART Financial Services Inc. profile image
T

TAXESMART Financial Services Inc.

I am a Certified Financial Planner (CFP) and Tax Accountant, helping my individual and corporate clients with tax planning, wealth accumulation and insurance planning. I help my clients in reducing taxes, filing tax returns, managing their investment and retirement portfolio and protecting their family and assets by choosing right type and amount of insurance. I build comprehensive financial plan for my clients, implement and review it on regular intervals.

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a professional

What do you love most about your job?

I love to finds best practices and train my client for implementing best practices.

What inspired you to start your own business?

I worked many years in corporate finance and auditing but I am people's person and I like to help hundreds of people instead of making my corporate boss happy. That though inspired me to leave corporate world 20-year back and in last 20 years I helped hundreds of my tax clients and investment clients with tax planning, financial planning and wealth management.

Why should our clients choose you?

My primary objective and fiduciary duty is help my client. The biggest satisfaction in my profession is to see when I can help my client solve their problems or help them achieve their financial goals. I have been told by my many client as "We wish we would have met you 10-15-20 year back". This is the biggest pay-off of my profession.

Can you provide your services online or remotely? If so, please add details.

Yes, I can provide services online or remotely. I communicate with my client through video chat like zoom, google meet, team etc. and exchange and sign documents through DocuSign e-signature.

What changes have you made to keep your customers safe from Covid-19?

We make sure, when our client visit us in-person, they are provided with neat and well ventilated meeting room, enough space to maintain social distance, masks, gloves and sanitizer Gel.

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Reviews

4.88/5.00

based on 3,148 reviews

The average rating for Bark Tax Accountants in Toronto is 4.88, based on 3,148 reviews.

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