Build a long term relationship with Tanya Sterling at Sterling Financial and put together the pieces of your financial puzzle.

Solving the tax time puzzle: a well-rounded advisor can help

Tricky tax year? This Victoria financial advisor loves a challenge

If your financial situation is straightforward, you can probably get decent service from a drop-in tax shop. But who has straightforward finances in 2020? Everyone’s juggling jobs and side-hustles, mortgage payments and RSPs, kids’ soccer practices and the cost of a new pair of glasses.

For Tanya Sterling at Sterling Financial, the more bits and pieces you have, the better.

“My job is understanding how it all fits together. All too often my clients don’t realize what they’re missing out on, that there’s a different way to do it and make the pieces connect,” she says. “You don’t know what the best solution is until you share all the pieces with someone who understands.”

Most people feel comfortable asking for help during tax season, but where do you turn when something happens the rest of the year? Build a connection with a trusted advisor and you’ll always have someone you can run things by, no matter the situation.

Sterling’s skills and certifications can help with many of life’s challenges

  • Small business remuneration: If you run a small business you know paperwork doesn’t only happen at tax time. Sterling meets lots of small business owners who ask, “Am I paying myself in the most tax-efficient manner?” and the answer is different every time. “Some clients are losing tens of thousands of dollars annually until they put a plan in place, and by looking at all of the different pieces the clear option becomes apparent.”

  • Filing a tax return for someone who’s passed away: Are you the executor for someone’s estate or trust? Sterling Financial can help with that. “Various returns, filings, requirements, deadlines, navigating the Canada Revenue Agency… it’s all very complicated,” Sterling says. Dealing with the financial consequences of a loss while in the midst of grief can be overwhelming. While most people only manage one or two estate returns in their lives, Sterling handles them all the time. Set up a meeting to make sure you’re on the right track.

Financial planning is good for your health!

Does thinking about money stress you out? Facing your financial affairs can trigger other unresolved issues, and Sterling is equipped to help. As well as being a Chartered Professional Accountant she’s a Certified Professional Consultant on Aging, a Certified Power Coach with certificates in ElderLaw, Collaborative Dispute & Resolution and Negotiation, and is a Reiki Master. Your challenges are multifaceted, so your solutions should be too!

Call 250-857-1857, email info@sterlingfinancial.ca, or visit 101-860 View St. to start the conversation, and start putting the pieces together!

Financestaxes

Just Posted

PHOTOS: Small crowd gathers to watch 231-tonne stacker-reclaimer load onto barge crane

The Dynamic Beast barge crane, known for work with Johnson Street Bridge, makes a return

National Drug Drop-Off month aims to reduce substance abuse by house-bound youth

Expert says there is misconception prescribed medication is safe to take

Saanich Peninsula Hospital Auxiliary hosts pop-up fundraiser in Sidney

Temporary store to feature unique hand made gifts, collectibles, clothing, books and more

Victoria mayor wants newspaper boxes removed from downtown streets

Mayor Lisa Helps says the boxes are not needed, often filled with garbage

Esquimalt artists take to great outdoors amid coronavirus

Group invites budding, or just willing artists, to join at Saxe Point

Crews work overnight to try to put out wildfire on Pender Island

Fire department and B.C. Wildfire Service crews extinguishing fire in ‘extremely difficult terrain’

Crews work overnight to try to put out wildfire on Pender Island

Fire department and B.C. Wildfire Service crews extinguishing fire in ‘extremely difficult terrain’

Michael Buble among 13 British Columbians to receive Order of B.C.

Ceremony will be delayed to 2021 due to COVID-19

U.S. border communities feel loss of Canadian tourists, shoppers and friends

Restrictions on non-essential travel across the Canada-U.S. border have been in place since March 2`

Rollout of COVID-19 Alert app faces criticism over accessibility

App requires users to have Apple or Android phones made in the last five years, and a relatively new operating system

Alleged impaired driver sparks small wildfire near Lytton after crash: B.C. RCMP

Good Samaritans prevented the blaze from getting out of control

B.C. First Nation adopts ‘digital twinning’ software to better manage territory

Software allows users to visualize what a mountain might look like if the trees on its slopes were logged

Most Read