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.