Personal, Trusts & Estates
Planning for tomorrow starts todayOur duty to you is not just about filing a tax return, it’s about planning for tomorrow and leaving a legacy. Responsible planning results in complication-free tax filings and ensures you are prepared for what tomorrow brings.
No matter your stage in life, we will help you achieve your personal goalsFrom getting more out of your tax return each year, to ensuring your loved ones are taken care of, we are here to address your personal accounting needs. When it comes to tax and financial matters for yourself and your entire family, rely on our knowledgeable advice and experience and be worry-free!
“I have been a client of Reid Hurst Nagy for 42 years, and during that time their level of knowledge, experience, reliability and professionalism has given me great peace of mind, both personally and professionally.”
G.E., President, real estate industry
Personal ServicesRHN prepares all tax documents you need for the Canada Revenue Agency, and also communicates with the CRA on your behalf. Need a long-range tax and financial plan or advice regarding tax implications of investments, other major financial decisions or significant life events? We take into consideration all facets of your personal and business matters and give you a comprehensive strategy to minimize taxes and maximize preservation of assets.
Trusts & Estates ServicesPeace of mind in knowing that your assets are securely passed on to future generations is important to you. We can create a plan together with you to protect your assets and minimize income tax and probate fees for the future. It is always a good time to discuss these matters with our Directors and ensure that your loved ones are taken care of through our Trust, Estate and Succession Planning services.
Whether you live and work in the Lower Mainland or you are enjoying the wide open spaces of the Okagan, RHN has your accounting needs covered. Every location is different and the needs of our clients vary. We are confident we meet the ever changing needs of our clients no matter the community you call home.