Personal Tax Services

No two tax returns are quite the same

We work to minimize your taxes by looking beyond the numbers, and getting to know you and your goals. By remaining current and up to date on the changing tax world, we look for ways to reduce taxes for you and your family. 

Our office is available to assist with income tax reviews and dealing with the Canada Revenue Agency. We offer the following personal income tax services: 

Personal Tax Return Preparation

Our team is ready to prepare and file your personal income tax return. We see our job as an opportunity to identify missed tax savings, and reduce your current and future tax liabilities. We remain available throughout the year to help you with CRA reviews and representations. 

Personal Tax Planning

You may need help with retirement tax planning, or you are wondering how to invest your income in a tax-efficient way. Maybe you are wondering if an RRSP or TFSA is better for you, or what impact it would have if you moved to a different province or territory. Let us help you put together a plan to put into action. 

Estates and Trust 

A good tax strategy includes planning how to distribute your assets to your beneficiaries. A final income tax return can result in sizeable income taxes. You can help minimize this with a good plan, which may include a spousal rollover, charitable gifting strategies, or reducing the amount of funds you hold in higher-taxed assets. 

We work to minimize estate taxes and help executors finalize tax filings in a smooth and timely manner.