Let us help you to minimize your taxes and expenses by carefully designing a tax plan that meets your personal and professional needs. Filing a Personal Tax Return is an annual event that the majority of Canadians dread. Let us take the stress out of your tax returns.

We provide comprehensive tax reporting and tax planning services to individuals. A declaration of income must be completed annually and submitted to Canada Customs and Revenue Agency by April 30 of the following year. There is a substantial penalty for not complying within the specified time frame. Any additional taxes owing must also be paid by April 30 or interest will be charged on the overdue amount. Even if you are unable to pay the taxes that you owe, make sure you file your return by the April 30 deadline to avoid paying a penalty.

Why you need professional tax services?

The tax rules undergo constant change, which tends to add increasing layers of complexity to the tax reporting and planning processes. We find that an increasing number of individuals seek out our services because they do not have the ability, the inclination, the time (or some combination of these) to deal adequately with their tax reporting obligations.

These are some of the questions that frequently trigger a need for professional tax planning services:

• When do I want to retire?
• What tax strategies are available to me?
• Is there a place for trusts in my financial or estate plans?
• How can I minimize the taxes arising on my death?
• How can I structure my investments for tax benefits?
• How can I split income with family members?

What services we offer?

Tax return preparation:

• T1 personal tax returns
• Quebec personal tax returns (TP1 returns)
• Deceased taxpayer (terminal) tax returns
• Immigrant tax returns
• Departure tax returns
• Section 216 tax returns
• Non-resident tax returns
• T2 corporations tax returns
• T3 trust tax returns.

Tax planning includes:

• Income splitting
• Using other peoples money to create wealth for you.
• Education trusts
• Tax saving strategies

Estate planning includes:

• Wills and tax planning
• Executor selection plan
• Tax liability funding plan
• Inheritance plan

Retirement planning includes:

• Cash flow projections
• RRSP conversion decisions
• Pension plan decisions

Personal financial planning includes:

• Cash management and budgeting
• Investment planning and asset allocation
• Risk management and insurance
• Tax planning
• Risk Management.
• Retirement planning
• Estate planning