We work closely with you to prepare an income tax return that will minimize your tax liabilities and save you money wherever possible. Our tax preparation services include:
- Annual Personal Income Tax T1 Filing
- Personal tax minimization strategies
- Representation in dealing with the Canada Revenue Agency
- Filing of Notices of Objection with CRA when required
- Filing Voluntary Disclosures with CRA when necessary
- Final T1 Personal Tax Returns in the year of death of a taxpayer
- Calculating Income in the year of death including Capital Gains and Losses
- Preparation of T3 Estate Returns
We also offer personal financial planning services that include:
- Completing a financial plan
- Tax Efficient Investment Strategies
- Retirement Planning
- Estate Planning
- Seminars on personal financial planning
We do not sell any financial products. Our financial advice is provided on a fee only basis, so we offer you a completely unbiased viewpoint.
