Services for Individuals

At Sievert Financial Services Inc., we offer numerous services relating to financial planning and tax optimization. We believe in reducing the lifetime tax bill of individuals rather than trying to impress clients with a one-time tax savings. Planning is the key to lowering your lifetime tax bill and we can help you plan for your future. We can assist with tax returns, CRA correspondence, reducing/eliminating interest and penalties, and much more. Please set up a consultation with us to see how we can help you.

  File your return

  Set up direct deposit with the government

  Adjust your previously filed return

  Financial planning

  HST return

  Think CRA is wrong? File an objection

  Are you the executor/executrix of an estate or a trustee of a trust?

  Are you being audited?

  Voluntary Disclosures Program

  Relief of interest or penalties

  Get info from CRA online

  Help with Non-Resident Tax Inquiries