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