Tax Return Preparation and Tax Return Analysis Services

The Accounting Place is a unique organization that provides the clients of Nelson Financial with two different types of tax services:

• Tax Preparation:  Would you like assistance in preparing your tax return?  Did you have a unique event occur in your life this past year such as the disposition of a significant property or the realization of some significant capital gains or losses?  Are you retired or planning on retiring?  Do you want to make sure you are collecting all of the benefits available on your tax return?  If so, the Accounting Place can help.  To assist you with this process, please contact me and I will quarterback this for you.

• Tax Return Analysis:   Are you looking for a second opinion?  Are you wondering if you prepared your tax return correctly?  Are you looking for ways to save tax?  If so, then the Accounting Place can review your historical returns and, in conjuction with Nelson Financial, provide specific and integrated guidance for future tax, investment and financial planning strategies.  The Accounting Place can also help you refile previous returns so as to take advantage of important opportunities that you may have missed the first time around.

If this is something that is of interest to you, please let me know.  I will coordinate all contact with the Accounting Place so that they have all of the information they need to provide the best feedback and advice.  My role will be to make sure this advice is integrated into your overall financial strategy.

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Alan Rowell

Tax Specialist and President, The Accounting Place

 

Alan Rowell, President and Tax Specialist of The Accounting Place, specializes in working with individuals and small to medium size businesses by providing accounting and taxation services that are unique to each client.

After 30 years experience, Alan has developed a unique ability to translate taxation language into plain English and does not hesitate to dig deeper and ask for clarification and interpretations from the various Provincial Ministries of Finance and Canada Revenue Agency.

His achievements include the DFA designation and he is recognized as one of the leading tax services specialists in Canada. He is a tax resource for a number of Financial Planners and a Strategic Educational Partner with the Knowledge Bureau. Since 1998, when Alan formed The Accounting Place, he has saved small business owners literally hundreds of thousands of dollars in income taxes through his savvy interpretations of the tax laws and his ability to help individuals and business owner's structure, operate and organize their financial affairs to their best overall advantage.

CAREER HIGHLIGHTS:

No highlight exceeds the sense of satisfaction achieved when you have assisted a client from idea conception through to ultimate achievement of their goals.

Alan Rowell is also a faculty member of the Knowledge Bureau. The Knowledge Bureau is a national educational institute providing certificate training and professional development at a post-secondary level to advisors in the tax and financial services, as well as educational news and information services to their clients.

WORKSHOPS AND BROADCASTING

As founder and lead sponsor of Tax Freedom Day educational seminar, Alan believes in the educational and information process. “Only by educating our clients can we best advise and insure their continued growth” says Alan Rowell.

As the local tax specialist in Greater Hamilton, Alan is often the resource for the Hamilton Spectator and CHCH-TV. He is also a regular monthly contributor to the BusinessLink and TaxLetter publications and an occasional contributor to the MoneyLetter.

Participation and presentation of the Tax Consequences of Debt Management in conjunction with the Knowledge Bureau's January 2009 Line-by-line Tax update provided the opportunity to meet with financial specialists across the country and discuss the various aspects of taxation affecting everyone.

AWARDS AND RECOGNITION

• One of the first recipient's of the Knowledge Bureau DFA designation
• Reader's Choice Platinum Winner for Accounting and Taxation – 2007; Hamilton Community News
• Reader's Choice Platinum Winner for Accounting and Taxation – 2008; Hamilton Spectator
• Reader's Choice Diamond Award Winner for Best Advisor – 2008 Hamilton Spectator
• Hamilton Chamber of Commerce Outstanding Business Achievement Award Nominee - 2009
• Reader’s Choice Platinum Winner for Accounting – 2009; Hamilton Community News

WORK-LIFE ACTIVITIES

A dyed-in-the-wool Toronto Maple Leaf Fan the office has been known to close during “special” hockey games. Alan has coached minor hockey at all levels and his teams have won numerous championships. This activity shows in Alan's business approach - practice your weaknesses and play to your strengths.