Calgary based local business
Guardian Pro Tax Solutions was founded on the belief to truly help Business Owners in the 3 key areas:
Challenges with taxation
Reducing taxes
Creating wealth
Collectively the team has over 70 years experience in the Tax, Accounting, Financial Services Industry and client serving roles. As a team of highly competent accounting and financial specialists, we work hard for our clients to understand their goals and objectives and in turn we provide the most strategic road map to arrive at your desired outcome.
- You are seeking the responsiveness, help and expertise that you expect from a Pro-Active specialist Tax & Accounting firm
- You are pursuing a firm to partner with for the long term, built on the foundation of relationships and a true understanding of your people from the owners, employees, the products/services you provide and to the clients and customers that you serve.
- You are in search of a firm that will free up time, money and resources in the area of taxation, accounting and bookkeeping and the other associated aspects for this area of your business.
This allows you to focus on what you do best in terms of growing your business, retaining your employees, increasing the value you deliver to your market and growing your client and customer base.
About Us
Since its establishing the mentorship program in 2017, Bert Gerst has helped Insurance Agents and Financial Planners develop their skill sets, knowledge and experience and provided Business Owners security, stability and peace of mind. This is done by utilizing a smart guarded proprietary process and program that helps both Insurance Agents and Financial Planners and Business Owners create wealth up to 5x faster. Bert Gerst is committed to making a difference and having our clients feel great!
Mentorship
Our Mentorship services are open to anyone and everyone. We help Insurance Agents and Financial Planners that have little to no experience as well as those who have several years of work experience develop their skills and knowledge to break into
the business market and attain success.
- How to generate and prospect leads through various methods
- Position yourself as an expert within the industry and gain knowledge on topics such as Health Spending Accounts, Tax and Accounting strategies, and Corporate Estate Planning Approach Business Owners effectively and efficiently by developing value propositions and interest to overcome objections
- Gain Business Owner permission to access and engage their employees on a favorable basis Have the employees of Business Owners expect your phone calls and how to book successful meetings
- «Develop relevant and comprehensive questions to ask the Owner about their business
- Create comprehensive strategies for the Business Owner a with an agreeable and favorable outcome
- Mentorship from our Strategists
- Learn how to write substantially larger premiums per Business Owner
- Increase your monthly commissions in addition to your current sales
- Optimize your close rates and get to the point where Business Owners trust you 100% of the time
We teach Insurance Agents and Financial Planners how to help Business Owners reposition themselves and their corporations to take advantage of our unique tax strategies. We share insights with Insurance Agents and Financial Planners on the common challenges they will face throughout their careers. If you struggle with getting your career as a Insurance Agents and Financial Planner organized and meeting your short and long-term goals or if you want to take the next step as a Financial Plane and increase your success, we can help!
Our Services
Tax Minimization Planning
We work hard to help you minimize the amount of taxes that you have to pay, without cutting corners.
Financial Statements
Cashflow is the life blood of any business. We provide a clear picture showing the health and vitality of your business showing what is working well and where improvements can be made.
Wage/Compensation Analysis
Understanding how you get paid can make a significant difference in the short and long term when it comes to paying tax. We analyse and make appropriate recommendations on the best way to be compensated.
Personalized Service
We understand that business owners and businesses are distinctive in what they do and how they do it. We provide a high level personalized service that is unique to your needs.
Bookkeeping
Bookkeeping carried out in the correct manner creates greater efficiencies, saving time and money. We can provide advice on how best to setup your bookkeeping or we can manage this area for you.
Corporate & Personal Tax Returns
By providing our clients with our year round tax consultation, at no additional cost, we help our clients file their Corporate & Personal Tax Returns in the most optimized manner, by making sure that all deductions have been applied and all necessary steps have been taken.