Reid Financial Strategies (RFS) is a boutique accounting and financial planning firm located in Ancaster, Ontario. At RFS, we pride ourselves on being large enough to serve both small businesses and enterprise clients, but small enough to respond promptly to your individual needs. Our in-house specialists aim to meet your requirements by offering a full range of accounting and financial services.

WHAT WE OFFER

Complimentary Tax Review

Complimentary reviews of your past tax returns to ensure you have not missed any credits or deductions in the past 10 years. At RFS, we have set up strict procedures to get your taxes filed correctly the first time, and in a way that gets you your refund in a timely manner. Our tax planning will give you the confidence to cover your tax liabilities while maximizing your deductions and credits.

Simple tax planning

Simple tax planning on a year-to-year basis, as well as planning for long-term goals and retirement so you will never be blindsided.

Estate planning

We can handle your estate with expertise so your family does not have to take on the burden at that time. In addition to the regular tax matters that life will throw at you, we can handle your business’ needs.

End to end service

Our end-to-end services includes: bookkeeping; payroll and sales taxes; year-end adjustments; income tax preparation; and financial planning. Colin Reid provides investment services as a portfolio manager registered with IIROC dealer Aligned Capital Partners Inc..

U.S Citizen tax filing

Are you a U.S. citizen living in Canada? We can help relieve the stress of U.S. tax obligations by completing U.S. returns for you.

For a full list visit our Services.

We also have the expertise to manage the accounting matters for your not-for-profit organization. If you have any tax questions or concerns, do not hesitate to contact us.

ABOUT US

A boutique accounting and financial planning firm located in Ancaster, Ontario. Large enough to serve both small businesses and enterprise clients, but small enough to respond promptly to your individual needs.

BUSINESS HOURS

} Monday  8am - 4pm
} Tuesday  8am - 4pm
} Wednesday  8am - 4pm
} Thursday  8am - 4pm
} Friday   8am - 4pm
} Saturday Closed
} Sunday  Closed