• Convenient, Stress-Free Tax Preparation

    You upload your documents, we crunch your numbers, you get the highest refund possible

    Get Started

Shane Nixon CFP®, CIM®, CLU®, BBA (Hons)

CERTIFIED FINANCIAL PLANNER®

Director, Private Client Group, Portfolio Manager

iA Private Wealth® | Caledon Hills Private Wealth

Insurance Advisor |Hollis Insurance

As a well-respected leading financial advisor in the Caledon and Vaughan communities, Shane has built a successful practice by listening and focusing on his client’s needs and goals since 1998. In addition to his teams unique “Wealth Creation and Preservation System” , a key factor in his success is that Shane treats his clients like family, not account numbers.

Shane is well regarded for his planning expertise and creative financial strategies in helping clients achieve their financial goals. In particular, he is an expert in investment and retirement planning for families, professionals,  and business owners.

Having personally known the founders (Gennaro and Paola) of TAXplan for nearly 2 decades, I can attest to their professionalism, detail oriented, and highly organized tax preparation services. Tax planning is a key component of any comprehensive plan as is having the proper professional to work with.  TAXplan is a leading edge tax preparation service that I have the utmost confidence in.

Shane W. Nixon

https://Caledonhillsprivatewealth.ca

iA Private Wealth® is a division of iA Wealth., a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Private Wealth®

How It Works

Step 1: Get Your Free Quote

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  • Sign up using your first name
  • Answer a few simple questions
  • Receive your free quote for having TAXplan prepare your taxes

Step 2: Complete Your Tax Questionnaire

  • If you accept the quote to have TAXplan prepare your taxes, now it’s time to really get started
  • Set up an encrypted TAXplan account
  • Answer a five-minute questionnaire to help your TAXpro assess your eligibility for certain tax credits and deductions

Step 3: Upload Your Documents

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  • Download the TAXplan Sidekick mobile app to your Android or iOS smartphone
  • Use the Sidekick app to take pictures of your documents. The app automatically uploads them to your existing encrypted TAXplan account
  • Use the customized TAXplan checklist to ensure you’ve uploaded all the necessary documents
  • Click on Start My Return and your info will be sent to your TAXpro to prepare your tax return

Step 4: Pay & Sign Your Tax Return

  • Your TAXpro will crunch your numbers and contact you via email to review your completed tax summary
  • Once you’ve paid your fee, e-sign your completed tax return
  • Click Sign & File in the web app to have TAXplan file your return on your behalf
  • Watch for helpful alerts and notices from your TAXpro throughout the year to help you prepare for next year’s tax return

Learn Why Canadians Are Turning to TAXplan

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