Did you get all your deductions in previous years? As a service to our clients, we can do a review of your previous years' tax returns up to nine years back! Working with you to understand how your tax returns were prepared previously, we can evaluate if there are opportunities that might have [...]
The Disability Tax Credit (DTC) is a non-refundable tax credit that helps persons with disabilities or their supporting persons reduce the amount of income tax they may have to pay. An individual may claim the disability amount once they are eligible for the DTC. This amount includes a supplement for persons under 18 [...]
TFSA's have been in existence since 2009. You can contribute up to $6,000 in 2021 and the maximum amount that you can contribute since its inception is $75,000. Have you considered putting money in a TFSA or have already put money in? Is it meeting your objectives? Are you aware of the rules [...]
After many years of working with clients and listening to their needs, I have come up with a great process to help you get the financial things done that you want to accomplish in your life. I help you deal with your self-discipline issues. I can help you lower your bills and put [...]
I have been doing taxes professionally since 1980. I know what questions to ask so that we can maximize the dollars you keep in your pocket and minimize the tax dollars that you have to give to the government! Minimizing tax is about proper planning AND execution of that plan. I will prepare [...]
The objective of personal tax planning is to minimize or defer income taxes payable through the proper organization of your financial/taxation affairs in the most beneficial way possible within the legal confines of the Canada Income Tax Act. The bulk of it really comes down to doing the right things at the right [...]