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Carmela Doctor

"Taxplan has prepared my return for five years now.  Unlike other tax preparation firms, Taxplan takes the time to educate and inform me. With their advice and planning I have managed to cut my tax bill down substantially."
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Peter Tino "Taxplan showed me how to make my mortgage payments tax deductible. Now I use my tax refund to take a vacation every year. Thanks Taxplan!"
 


Thank you for taking the time to visit our site. Taxplan is an income tax preparation and financial planning firm that was founded in 1999 by Certified Financial Planner, Gennaro
De Luca. Taxplan prides itself on the exemplary level of service it provides its clients. Our core values of integrity, knowledge and accountability are evident in all that we do. Unlike some of the larger tax preparation firms, Taxplan wants nothing less than to build a relationship with you that will last a lifetime. We want not only to be your tax preparation firm of choice, but also your comprehensive financial planning partner.

Please take some time to browse our site and feel free to send us an e-mail or give us a call to discuss your unique tax and financial planning needs. Thank you.



At Taxplan, preparing the perfect tax return for our client is our goal. Although every effort is made to make certain that your tax return is prepared correctly and that all calculations are precise, occasionally an error may occur.

If your tax return is prepared incorrectly as the result of a Taxplan initiated error we will pay any penalties and interest associated with any reassessment or late filing. We will also make any and all necessary corrections to your return at absolutely no additional cost to you. This is our guarantee.



At Taxplan, we provide
the following services:


• Income Tax Preparation
• Full Service Financial Planning

Incuding:

• Investments, RRSP’s, RESP’s
• Mortgages
• Personal Loans and Lines of Credit
• Insurance



contact us
Physical Address
7611 Pine Valley Drive, Unit 10
Woodbridge, ON
L4L 0A2

Questions or comments?
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