Our dedication to superior client service provides the highest quality professional service and guidance to our personal tax clients. We make the tax return planning and preparation process painless by minimizing your tax burden and helping you retain more of your hard-earned money. We are best able to determine your minimum income tax liability when we develop a proactive partnership with you. Using a coordinated approach to the preparation of returns we will take care of everything from document requests from the Canadian Revenue Agency (CRA) to audits of varying degrees of complexity.

We take time to assess your personal tax situation by making sure that you are benefiting from any tax credits available to you. We help you prepare personal tax returns, information returns, and elections and calculate tax liabilities and installments, using the latest tax and accounting software. This allows us to analyze “what-if” scenarios and incorporate changes in tax legislation and your personal status. The knowledge gained in preparing personal tax returns will also allow you to identify future opportunities to better manage your personal and family tax liabilities.

Individual and corporate tax planning are separate issues however, it is necessary to coordinate the two to achieve optimal results where we represent both you and your company. We can help with elements such as structuring investments, taking advantage of income splitting, and avoiding income tax attribution for spouses and children under the age of 18.

Our clients rely on us every year to file their personal tax returns in a timely, accurate manner. We look forward to introducing you to personalized accounting services that are delivered by qualified people, driven to protect your wealth. Our personal tax specialties include:

• Family tax, financial and estate planning
• Personal tax wealth planning
• Filing personal tax returns

We also advise on and provide a tax-effective approach for important transactions, such as the sale of a business or appreciated property. Please contact us by email or call 587-392-4080 to find out more about how we can help you.