The Tomlin Financial Group provides a wide range of financial and accounting services, principally for professionals who have incorporated, family‐owned businesses.
Larry Tomlin is a highly qualified accountant with over 30 years’ experience as trusted advisor to hundreds of families. Over the years Larry has earned an extensive reputation for hard work, attention to detail, and his engaged, attentive and caring approach to clients’ tax and financial concerns.
| Indicators | Opportunities to help |
|---|---|
| Crisis management | Our group has many years of experience resolving your immediate points of pain: an impending audit, the threat of litigation, a bank manager who is threatening to pull your line of credit, or a CRA collections officer who has just seized your bank account. We’ve seen all these before, and we’re here to help. |
| Estate Issues | Being the executor of an estate is never fun. Sometimes, complex tax, legal and financial concerns must be untangled against a backdrop of personal grief — and often, grievance. We’re here to help with a sensitive personal touch, insight, and a knack for identifying and resolving key issues. |
| Routine tax filings | Corporate and personal tax returns, GST filings, payroll (including for family members or domestic help) — our bookkeeping staff can make sure your deadlines are met and headaches, resolved. |
| Tax planning | Being self-employed, especially when you own your own corporation, offers significant opportunities for tax savings. We’re here to offer insight and strategies that leverage your family’s unique personal circumstances. |
| Financial planning and investment management | Many accounting professionals are reluctant to venture beyond their traditional roles. Investment professionals are inclined to be sales-oriented and may lack expertise on or concern for the technicalities of your unique tax and financial circumstances. We are here to help to bridge that gap. In affiliation with Wealth Stewards Inc., we provide investment management that both sweats the small stuff and sees the bigger picture. |
| International issues | Through our Nassau-based affiliate, Legacy Family Office Services Ltd., we provide the same range of problem-solving, estate management, routine tax filings, tax planning and investment management services for those of our clients who reside outside Canada. |