Personal Tax:

• 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.
• 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.

Business Tax:

• Compilation Engagement Financial Statements: Preparation of financial statements that provide an overview of the business’s financial position.
• Business Advisory: Offering strategic guidance to help businesses improve operations and achieve their goals through tailored solutions.
• Small Business Tax Planning: Tailored tax strategies designed to minimize liabilities and enhance financial outcomes for small businesses.
• Holding Company Structuring: Assistance in structuring holding companies to optimize tax benefits, facilitate asset protection, and manage risks.
• Corporate Tax Return Preparation and Filing: Comprehensive preparation and submission of corporate tax returns to ensure compliance and maximize benefits while minimizing tax liabilities.
• GST/HST Return Preparation and Filing: Preparation and submission of Goods and Services Tax/Harmonized Sales Tax returns to maintain compliance with tax regulations.
• WSIB/EHT Return Preparation and Filing: Assistance with preparing and filing Workplace Safety and Insurance Board/Employer Health Tax returns to ensure regulatory compliance.
• Owner-Manager Remuneration and Dividend Planning: Strategies for optimal remuneration and dividend distribution to minimize tax liabilities while maximizing personal income.
• Income and Capital Tax Minimization: Strategies aimed at reducing taxable income and capital gains to enhance overall financial performance.
• Investment Write-Up: Documentation and reporting of investment activities for accurate tax reporting, compliance, and informed decision-making.
• Annual T4/T5 Preparation and Filing: Preparation and submission of annual T4 and T5 slips for employees and investment income to ensure accurate reporting to the CRA.
• CRA Audit Assistance: Support and representation during audits to ensure compliance and protect client interests.
• Professional Corporation Services: Specialized tax and compliance services for professional corporations, ensuring adherence to regulatory requirements while optimizing tax strategies for professionals in fields such as healthcare, law, and engineering.
• Voluntary Disclosure Program: Support for clients wishing to voluntarily disclose unreported income or tax issues to the CRA.