Advisory & Planning Services

At Dharna CPA, we understand that strategic financial planning is the foundation of success for businesses and individuals alike. Our Advisory & Planning services are designed to help you make informed decisions, optimize your resources, and achieve your long-term financial goals. Whether you’re managing a growing business or planning for your family’s future, our tailored solutions ensure clarity and confidence every step of the way.

Why Choose Dharna CPA for Advisory & Planning?

Personalized Strategies

Every client’s financial needs are unique. Our experts work closely with you to design customized plans that align with your goals.

Expert Guidance

With years of experience serving clients across industries, we deliver insights that empower you to navigate complex financial landscapes with ease.

Proactive Approach

We help you stay ahead of market trends and regulatory changes to minimize risks and maximize opportunities.

Advisory & Planning Services in Mississauga, Toronto & GTA

Estate Planning

Protect your legacy and ensure a smooth transfer of wealth to future generations with expert advice on tax-efficient strategies and asset management.

Forecasting & Budgeting

Plan for success with accurate financial forecasting and budgeting solutions that help you manage cash flow, control expenses, and achieve sustainable growth.

Retirement Planning

Secure your future with retirement strategies tailored to help you enjoy a financially independent life after work.

Expert guidance, better decisions.

We do our personal and business taxes with this company for 2 years now and couldn’t be happier! We had a very hard time to find someone local, who can give us the assistance we needed (filing WITH feed back and orientation) and Shalini made it very easy and smooth to work together long distance. We have also done Shalini’s one on one consultation/ orientation session online, which is very helpful and I highly recommend. I am very detail oriented and have to say, we found a perfect fit!!

– Carolyn Aboujaoude

I decided to use Dharna CPA’s services after reading their many reviews and recommendations. I wasn’t disappointed at all and would recommend them to everyone. I was new to tackling my taxes as a new business person and following a difficult separation but Shalini was very responsive and addressed all my concerns.

– Ambrene M

I have been using services from Dharna CPA for over 15 years for my business & personal taxes. Harpal & his team are extremely professional & knowledgeable in tax matters.
They have helped me save a lot in my taxes through various tax strategies suggested by Harpal. I have always received a very prompt response to any of my tax related questions. I would highly recommend them to anyone for business or personal tax help.

– Kailash K

Who Can Benefit from Advisory & Planning?

  • Entrepreneurs seeking strategic insights to grow their businesses
  • Families looking to secure their wealth and legacy
  • Professionals planning for financial freedom and retirement
  • Investors navigating complex financial decisions

Your Partner in Financial Success

At Dharna CPA, we go beyond numbers to provide actionable advice that drives results. Our Advisory & Planning services empower you to take control of your financial future, offering peace of mind and measurable outcomes.

Ready to turn your financial goals into reality?

Schedule a free consultation and take the first step toward smarter financial decisions.

Frequently Asked Questions

What makes Dharna CPA's Advisory & Planning services unique?

Our team combines expertise with a personalized approach, focusing on practical strategies that drive results. We emphasize clarity, trust, and efficiency in all our services.

Do I need advisory services if I already have an accountant?

Yes, while accountants handle day-to-day financial tasks, advisory services focus on long-term strategy, helping you make informed decisions for future growth and success.

Why is financial planning important for my business?

Financial planning ensures that your business has a roadmap for achieving long-term success. It helps in managing cash flow, reducing risks, and setting realistic financial goals for sustained growth.

Do you offer customized advisory services?

Yes, we provide tailored advisory services to meet the unique needs of each client, ensuring strategies are aligned with their personal or business goals.

Can you help with estate and retirement planning?

Yes, we specialize in comprehensive estate and retirement planning, ensuring your assets are protected, and you achieve financial security in your retirement years.

How often should I update my financial plan?

We recommend reviewing your financial plan annually or when there are significant changes in your personal or business circumstances.