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Wealth Solutions for Individuals

Your only contact with your accountant is once a year, right?  How is filing your tax return going to make you any money?  Your tax refund?- you have spent that before the ink is dry on the refund cheque! 

How does this sound –

The A to Z of money management and the tax man! - A meeting to identify the strengths and weaknesses (we all have them so don’t worry!) of your current financial position;

Preparation of your income tax return including a comprehensive review of your deductions and advice on claims for the future and how to legally minimize your tax impost and maximize the net cash “real money” in your hands weekly;

A commitment to provide you with a comprehensive financial health report and a suggestion of actions you can take to achieve your goals.
 
Beyond Now Solutions is closely affiliated with WB Financial who provide a full financial advisory service to help their clients to build wealth.
 

 


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