Personal Tax Planning

John F. Felton & Co offer a specialist personal tax planning service tailored to your individual needs that includes:

  • advice on minimizing tax liability for all personal taxes, including income tax and capital gains tax;
  • completion and filing of relevant returns; and
  • advice on what payments are due and when.

With the complex nature of tax and finances today, John F. Felton & Co also encourage our clients to develop a comprehensive personal finance plan that, in addition to general tax planning, covers:

  • provision for education costs;
  • mortgage planning;
  • savings & investments;
  • insurance planning;
  • healthcare provision; and
  • retirement planning.

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