Our Tax Services
For more than 20 years we have been providing our clients with responsive and comprehensive Canadian income tax services for Personal (T1) returns and Trust (T3) returns. Our clients include sole proprietors, executives, T4 employees, retirees, seniors, students, and executors and trustees of trusts and estates.
Our Process
Our process is thorough and with an attention to detail - we want to make sure you claim every deduction and credit available to you. Starting with our annual tax letter and preparation checklist, we take time to get to know you and understand your personal situation. For many new clients we have found missed opportunities, and by adjusting previous years' returns, successfully recovered thousands of dollars in refunds that would otherwise have remained unclaimed.
We're in touch with you as your return is processed and when's it's finalized you receive a complete hard copy for your records. Your return is efiled and any refund is directly deposited to your bank account, often within 2 weeks of your return being file.
Preparing a tax return is much more than inputting numbers into a tax program
Perhaps you've sold a cottage or exercised stock options during the year, or maybe you've sold shares in an investment you've held for many years. Calculating capital gains/losses is often not straightforward. Determining the average cost base may require the inclusion of several years' of transactions. We spend the time required to perform these calculations so that the income is correctly reported.
Collaboration with other Professionals
Clients appreciate that we work directly with other advisors such as their Financial Advisor, to help streamline the tax process. Where an estate is involved, we will work directly with your lawyer.
Our service doesn't end once your return is filed
Your Notice of Assessment is reviewed for accuracy
Requests from Canada Revenue Agency are addressed
Adjustments to previous returns are filed as required
Assistance with quarterly instalment payments is provided as needed
Feeling disorganized? Overwhelmed with paper?
You may be overwhelmed by a variety of statements, forms and other papers; not knowing what should be kept. Our Daily Money Management service helps manage and organize your paperwork throughout the year so that you're ready for tax time.
Behind in filing your taxes?
You're not alone. Many people are behind in filing income tax returns, sometimes years behind. There is often a financial cost to not filing: either because you haven't received refunds or benefits you were entitled to or because you owe money, and interest and penalties have accumulated. We can work with you to get you back on track and achieve peace of mind. Take the first step and contact us today.
Our clients
Self-employed individuals & sole proprietors
Executives
T4 employees
Students
Retirees
Seniors
Executors and Trustees of Trusts & Estates