About Trevor Shantz
I live and work in the small town of Baden, Ontario, along with my wife and children. Much like you, I have a full life and I know what it's like to work hard, so I'm here to help you with the financial details you don't have time for.
As a Chartered Professional Accountant (CPA), I have spent more than 20 years working in diverse accounting environments, ranging from public accounting with a "Big Five" firm to industry experience in the corporate sector. Since 2008, my primary passion has been growing the personal tax business started by my grandfather in 1984.
I truly enjoy connecting with clients and look forward to helping you move beyond simple filing to proactive tax planning that supports your overall financial goals. My priority is ensuring your taxes are managed accurately and strategically, year after year.
What I Offer
My extensive accounting background allows me to bring a comprehensive perspective to your unique tax situation and I would love to meet and talk about how I can best meet your needs.
When it comes to preparing your tax return, I can help you with:
Business Income
Sole proprietorships and self-employment.
Investments
Handling capital gains from property sales and other investment income.
Retirement
Optimizing pension income splitting for seniors.
Property
Rental properties and related tax considerations.
Whether your tax situation is simple or complicated, I will work hard to ensure you are meeting all of your obligations and maximizing your benefits. To learn more or to get started, please reach out today.