Personal Tax
We provide tailored personal tax preparation support designed to simplify the filing process and ensure full compliance with current tax regulations. Our team works closely with clients to understand their financial situation and deliver accurate, timely tax returns—so you can focus on what matters most without worrying about taxes.
Our engagement extends beyond a single filing, with ongoing tax-related knowledge sharing that helps clients gain clarity, stay informed as their situations evolve, and approach future filings with greater confidence.
- Sole Proprietor Business
We help sole proprietors accurately report business income and expenses and stay compliant with CRA requirements.
- Personal Tax Consulting
Personalized tax preparation to ensure the accuracy of your tax filing process.
- Rental Properties
Based on client-provided information, we support the preparation of rental income and expense reporting, including depreciation (CCA), to help ensure rental activities are reported clearly and consistently.
- Moving Expenses
Upon client request, we provide support with preparing claims for eligible moving expenses related to work, education, or business, based on applicable CRA guidelines.
- Medical/ Childcare Expenses
We assist clients, based on their request and the information they provide, in preparing claims for eligible medical and childcare expenses, helping present relevant details for tax preparation purposes.
- Self-Employment and Employment
Assistance with organizing and preparing information for both self-employment and employment income, including T4, T2125, and related deductions.
- Investment Income Reporting
Assist clients in organizing and preparing information related to investment income such as interest, dividends, and capital gains for tax purposes.
- Foreign Asset Reporting (T1135)
Provide guidance and support in compiling information for T1135 foreign asset reporting to help clients meet CRA disclosure requirements.
- Tuition
Assist clients in preparing tuition credit claims and transfers so they can make full use of available education tax benefits.
- Charitable/ Political Donation
Help clients organize documentation for charitable and political donations to support claiming eligible tax credits.
