Don't Let Confusion Cost You More Income Tax Than You Need To Pay!

It's pretty easy to hang out a shingle and advertise "Income Taxes Prepared Here". It's an entirely different thing to create an income tax plan that keeps the maximum amount of money in your pocket.

What happens when someone who is a Certified Financial Planner and licensed in Life Insurance and Group Benefits turns her passion on minimizing income tax? You save money!

What Oriana Steeves isn't is a salesperson disguised as a Financial Planner. Yes, Oriana can sell you a Financial Plan or Life Insurance. But only if you ask her to! That's because Oriana uses her extensive credentialed knowledge of financial vehicles to save her Clients money. Period.

 Look at some of the scenarios we commonly work with:

  • Missed filing years. If you've got unfiled income tax going back a number of years, we can shoulder the details and even talk and negotiate on your behalf with the government.
  • Receipts out of control. Bring us your shoe boxes of receipts and we'll make sure they not only get organized, but properly categorized for maximum income tax savings.
  • Feel like you're paying too much taxes? We'll analyse your tax filings and if there's money to be found, we'll get it for you!

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