Personal Tax Preparation

We are an authorized e-file provider for the Canada Revenue Agency. We offer personalized service from our professional and experienced accountants.

We uphold a tradition of delivering meticulous tax preparation services for individual returns. As part of our commitment, we are prepared to represent you in the event that your tax return is selected for audit.

We assist you in completing your T4 - Statement of Remuneration Paid, T3, T5, Child Care Expenses Deductions (T778), Canada Child Tax Benefit (CCTB), Universal Child Care Benefit (UCCB), and other applicable forms.

We specialize in preparing your tax returns and ensuring that you claim all applicable deductions and credits to which you are entitled. 

If you are self-employed and your business remains unincorporated, you are required to file an individual tax return annually. Your income should be reported as business or professional income. Additionally, you are permitted to deduct, or "write off," business expenses.

If you earned self-employment income from a business you run yourself or with a partner, you must report that income. 

If you own a business or are involved in commercial activities, it is essential to maintain comprehensive records. Your documentation must provide sufficient detail to determine the amount of tax owed and to substantiate any claimed benefits, with all records supported by original documents.

If you receive income for which no tax has been withheld, or if insufficient tax has been withheld for a period exceeding one year, you may be required to pay taxes through installment payments.

This situation may occur if one receives rental, investment, or self-employment income, as well as specific pension payments or income from multiple employment sources.

Statement of Financial Position/ Personal or Family Financial Statements

This financial statement details the assets, liabilities, and net assets as of a specific date. 

We use appropriate valuation methods for assets, liabilities, and net worth to evaluate your personal financial statements. A Statement of Financial Position is required when applying for credit, mainly for loans or mortgages, or for any other reason.  

Estate & Trust Services

We possess the expertise and dedication necessary to provide you with the appropriate tools and resources for cultivating a successful trust relationship. 

We provide comprehensive estate and trust services. Recognizing the significant responsibility involved in estate settlement, we ensure collaborative efforts by keeping you informed throughout every stage of the process. Our skilled professionals will manage all estate documentation on your behalf and liaise with beneficiaries, government agencies, corporate pension departments, insurance providers, and other relevant entities.

We are always available to address your needs! Yes, we can assist you!