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Case Studies

Explore some of the financial success stories we're happy to have helped with.

“Krystian helped give us structure and clarity. Now a year later, our plan is working, changing and we're moving forward.”
Maggie gave us 5 stars!

Meet Maggie!

Maggie's journey from financial uncertainty to stability showcases the power of targeted financial strategies and tactics. By optimizing her budget, tax returns, portfolio, and providing a clear roadmap for her future, our tax and finance team played a pivotal role in her success.

  • Better budget
  • 33% increase in tax return
  • Portfolio restructuring
  • Clear plan for next 3 years

More Happy Clients

Income tax
Business

Maximizing Tax Refunds and Launching a Freelance Business

Meet Thomas, an employee worker with a desire to increase his tax refund while pursuing his dream of launching a freelance web design business.

20%

Increase in tax refund
Wealth Management
Corporate Tax

Helping Chitra Maximize her Wealth

Chitra, a highly successful entrepreneur sought our financial expertise to optimize her substantial wealth. With ownership of two thriving businesses...

7%

Increase in Annual Yield
Income tax
Personal Finance

From Tax Troubles to Financial Stability: A Polish Trucker's Journey

Darek, a self-employed trucker in Canada, found himself in a challenging situation when he failed to file his taxes for the previous year and received notice of an impending audit...

+ $37,000

Saved in tax returns

“Swiftax lived up to their name! Helped me set everything up quick and easy, and I got a better return then i was expecting!”

Jarek | Self employed trucker

+128,000

Total revenue in 1 year

35%

More than last year's return

Trusted by people from all walks of life

We help hustling entrepreneurs, strategic business people, and everyday hard-working folk to optimze their taxes and maximize their money!

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Kat Devon
| CFO at Supplements Company

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