Personal Tax Services:

• Preparation and filing of T1 personal tax returns: Comprehensive preparation and submission of individual tax returns to ensure compliance and maximize refunds.
• Personal tax planning: Strategic advice tailored to individual circumstances to minimize tax liabilities and enhance financial outcomes.
• Sole-proprietorship tax assistance: Specialized support for self-employed individuals in managing their taxes and maximizing deductions.
• Non-resident tax filing: Assistance for non-residents in understanding and fulfilling their Canadian tax obligations.
• GST/HST filings: Preparation and submission of Goods and Services Tax/Harmonized Sales Tax returns to ensure compliance.
• Rental property tax assistance: Guidance on tax implications related to rental properties, including income reporting and deductions.
• Capital gains calculation: Help with determining capital gains for accurate reporting and tax planning.
• T1135 – Foreign asset and income reporting: Assistance with filing T1135 for Canadians holding foreign assets to meet CRA requirements.
• RRSP planning: Strategies for maximizing contributions and tax benefits from Registered Retirement Savings Plans.
• Retirement planning: Comprehensive planning to ensure clients retire comfortably while minimizing tax implications.
• Education and tuition tax credits assistance: Help with claiming tax credits related to education and tuition expenses.
• Childcare expense deductions assistance: Guidance on claiming eligible childcare expenses for tax relief.
• Disability tax credit applications: Support for individuals with disabilities in applying for tax credits designed to alleviate financial burdens.
• Family tax planning: Optimizing tax strategies for families, including income splitting and spousal tax credits.
• Tax planning for retirees: Tailored advice on tax-efficient withdrawal strategies from retirement accounts.
• First-time home buyer tax credits: Assistance with navigating tax credits available for first-time home purchasers.
• Trust and estate planning: Strategies for estate preservation and efficient wealth transfer to beneficiaries.
• Tax-efficient charitable donations advice: Guidance on maximizing tax benefits from charitable contributions.
• Student loan interest deductions: Help with claiming deductions on interest paid for student loans.
• Income splitting for seniors: Strategies for minimizing tax liability through income splitting among spouses.

Other Services:

• CRA audit assistance: Support and representation during audits to ensure compliance and protect client interests.
• New Housing Rebate and New Residential Rental Property Rebate applications: Assistance with applying for government rebates related to new housing and rental properties.
• Terminal and estate return filings: Specialized services for filing tax returns related to deceased individuals’ estates.
• Correcting prior years’ tax return filings: Assistance in amending previous tax returns to rectify errors or omissions.
• Volunteer disclosure program: Support for clients wishing to voluntarily disclose unreported income or tax issues to the CRA.