Holistic Tax and Wealth Management Advice

Our Brand For Your Protection

 
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Jackie Hickey, CPA, CA, CFP®

Chartered Professional Accountant

 
 

tax planning

We offer tailored wealth management services to encompass all the facets of ones' finances, because tax preparation is only one puzzle piece in your financial plan. Visit us for holistic advice and piece of mind.

We offer tailored wealth management services to encompass all the facets of ones' finances, because tax preparation is only one puzzle piece in your financial plan.

 
 
 
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Plans for your NEeds

 
 
 

The Eary bird

Something about getting your slips to us before a certain date

 

For our wealth client

Something about holistic advice and a discount

 

Rush!

Something about the last minute Larry’s - if we have time

 
 
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Referrals

Something about referring out to bookkeepers - not going to organize a shoebox or reconcile medical expenses

consults

Something about it’s free…

 
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