Inclusive Accounting is a licensed public accounting practice offering assurance, financial reporting and tax services. We're more than just accountants. We're business advisors and problem solvers. Our lawyers see the big picture. Inclusive Law is a Multi-Discipline Partnership designed to supplement our practice of law with other professional services.
With Inclusive Wealth our registered representatives and staff provide advice and consulting to determine how you can put your money to work! Whether you need advice on starting to save for a home or deciding if you can retire early, these are all big questions where an Inclusive professional can help you.
With Inclusive Wealth our registered representatives and staff provide advice and consulting to determine how you can put your money to work! Whether you need advice on starting to save for a home or deciding if you can retire early, these are all big questions where an Inclusive professional can help you.
Services
About
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The concept of "inclusion" is gaining momentum. We want to deal with clients that appreciate our advice, who recognize that what we are doing is meaningful work. By definition, inclusive cannot imply private client group. That's a differentiator. Staff at all levels get to speak with clients in our inverted pyramid organizational structure.
Our Story
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Inclusive began with the simple concept of a network of professional advisors: accountants, financial advisors and lawyers that share their experience by collaborating across boundaries and reach beyond existing models of client service delivery. To embody Inclusive, we chose a holographic representation of the "absence of one particular colour" or "inclusion of every colour".
Personal Growth
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Access to comprehensive services gives our professionals the opportunity to provide a unique, collaborative approach to understand your vision and values. Depending on your needs, we offer specialists including portfolio management, estate and trust planning, tax planning and philanthropy. Our clients should feel included at all levels.
Succession Planning
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As time moves on - Succession Planning will need to be addressed as part of any detailed business plan. Ensuring the next level of management is in place and ready with the skills needed to continue the profitable healthy growth of any organization will be vital. Our innovative team will guide you through this process and provide valuable direction at all levels to guarantee a smooth and timely transition plan.
Accounting
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Returns for self employed individuals or those with rental properties or investment activity need to ensure that additional requirements are being followed. Don't get caught missing them! Contact us to discuss your situation. If someone has passed there are several responsibilities that are passed onto the executor.
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