We provide effective tax strategies to minimize your taxes, maximize your profits and allow you to focus on strengthening your financial goals.

Taxes

We offer tax solutions that can be adjusted to meet your growing needs and we tailor them to you and your long-term financial goals. We work with our clients and are dedicated to preparing your tax returns correctly, on time, and to ensure that all potential tax savings available to you are maximized.

We stay current on changes in taxation legislation, and we offer professional advice on the tax impact of those decisions. We are trained to handle all situations, whether they are simple or complicated.

Monaghan Wealth Management offers tax preparation for individuals, couples, and small businesses at reasonable rates. We provide tax filing all year round. We can also negotiate with the CRA to reduce or eliminate any penalties owing. We are a registered e-filer so we can file your taxes immediately. This means you can get your refund very quickly! At Monaghan Wealth Management we understand your needs as individual and small business taxpayers.

Services

Personal

Have you ever forgotten to put the garbage out? Ever left out an ingredient while cooking? Sometimes our minds are in a different place doing a different task and we forget something. The same thing happens in taxes. Maybe you forgot a form, or that you had an investment. Maybe you received some information after you’ve filed. Regardless of the reason, there are ways to go about getting that tax file adjusted so your refund can grow!

Small Business

As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you so you can get back to the job of running your business and generating profits! Each month or quarter we’ll do the following things for you:

▸ Reconcile your bank account
▸ Generate an income statement
▸ Generate a balance sheet
▸ Clean up your general ledger

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services. We complete all this along with preparing and filing your small business tax return.

Start Saving Today!

By working with our clients, we provide tax planning services designed to ensure you, and your family has the most tax effective strategy for any financial decision.