Personal Taxes
We can prepare your personal tax for you and your family.
We have a simple survey to gather all the required information. Once you complete the survey, we will set up a personalized portal where we can exchange documents where required. We can even have you sign online and it is so easy! We will also provide with an authorization form so we can download you tax information and speak to CRA for you if necessary.
We make it as painless as possible and it is possible to do it all remotely now! Even the signatures!
Although the technology is VERY easy to use and we will walk you through it on the phone if need be, we can also do it the old fashion way and you can drop off your paperwork at our offices.
For those of you that have more than 1 year of taxes to complete.
Personal taxes for you and your family are one of those things that you just have to do. You may find it daunting to the point where you have several years worth of taxes to get completed.
I can help you sleep better at night.
I have had so many clients come to me in this situation. I KNOW what it is like. I KNOW it is not comfortable. I also KNOW it often causes problems at home.
We can help you make all of this go away!
TFSA Strategies
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. [...]
Tax Preparation
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 [...]
Tax Planning
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 [...]
Review Previous Years’ Returns
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 [...]
Disability Tax Credits (DTC)
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 [...]
Budgeting & Cashflow Analysis
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 [...]