Services

Bookkeeping

We offer full service and customized bookkeeping services to meet your specific business needs. We work with sole proprietors, partnerships, corporations, and non-profits.

From bank and credit card statements, piles of receipts, payments to vendors, customer invoices and daily cash outs, payroll and subcontractors - we can help you get your financials under control. We also regularly submit GST/PST returns, payroll remittances, and WCB payments; plus we can review and correspond with CRA on your behalf, and can perform audits as required.

Canadian and US Income Taxes

Easy to complicated, we've got your income tax needs covered.

No matter your situation, we have have seen just about everything - from individual income taxes, married, divorced, retired or Canadian estate taxes, out of country winnings, and US tax returns - we can help you no matter your situation. Note that we are no longer taking new clients for Canadian/US Corporate tax filings.

We are proud to offer a secure portal to our clients - so that they may transfer important documents to our staff, as well as receive important documents. This portal offers the ability to digitally sign forms as per allowable usage with US and Canadian government policies. Clients may request a registration by connecting with a staff member.

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Canadian Estate Taxes

Creating estate plans to help manage your wealth and pass it on wisely are simplified and maximized with Financial Advice Experts.

We’re here to help you make the right shifts in property and estate ownership and management. This is so your wealth finds its intended inheritors and doesn’t suffer from ignorance to the nuances of related financial codes. Or, even for the more financially savvy, we make estate management as smooth and easy as possible, so that you can enjoy the sense of knowing where all of your money is really going.

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Retirement

Living long and living well are excellent goals; having the ideal retirement savings plan can help you maximize those goals in the long run.

Wish, Kwok & Associates is here to help assist you in sifting through retirement options to understand the route and timeline that’s right for you. Knowing when you want to retire, and understanding your current financial trajectory, can help put into perspective the very real financial goals and milestones to help you achieve your retirement plans.

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Investing

Our financial experts are here to make sure that you stay on track with your investment goals now and in the future.

The range of options in portfolio management can be overwhelming for anyone, no matter your range of income. That’s why choosing a financial expert can empower you with the knowledge that you need surrounding different investment options, from Roth IRAs to 401ks and more. Get the help you need to find financial security for your future.

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Financial Planning

Simple changes can make a lasting impact on your more immediate financial goals, and our team can help you get there.

You may be wondering how to approach a home refinance, or perhaps you’re looking for the right ways to save for your first home purchase. No matter your stage of life, our advisors are on hand to help provide you with the financial planning expertise that you need to see your goals through to success.

Services

Services

Bookkeeping

Canadian and US Income Taxes

Canadian Estate Taxes

Retirement

Investing

Financial Planning

Everything You Need, In One Place

Schedule a comprehensive, complimentary financial review today.

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