Personal Tax

We cover all range of services on personal taxes during on and off tax seasons.

We understand that as individual situations are unique, so are their tax circumstances. In recognition of this fact, it is our approach to run your tax profile against multiple planning scenarios in order to ensure that you pay only a fair share of taxes due in line with the law.

Our experts have multiple years of experience planning tax files of diverse range of individual portfolios, HNIs, unincorporated entities and various other individual tax transactions. Being an A & D client will give you access to these quality of skills and experience to work on your file.

If you are behind on your taxes or facing review and or audit situation with CRA, we have got you covered. We will engage CRA and apply our professional expertise to ensure that all issues are amicably resolved in line with the law and consistent with the strongest position of your tax situation.

Some of the personal tax services provided are:

  • T1 personal return
    • Including rental schedules
    • Business schedules
    • Farm income and expense schedules
    • Asset capitalization
    • Motor vehicle schedules and lease
    • T1135 Foreign Asset reporting
    • Principal residence exemption
    • Investments, gain or loss and related optimizations
    • ABIL
    • Capital and non-capital losses claims and carried back or forward optimization
    • LFTCGE exemption optimization
    • Seniors Services:
      • Retirement planning 
      • Specialized tax services
      • Tax planning for care home
      • Coordination with legal representatives for tax preparation and planning
      • Date of Death taxes and planning
    • Etc.
  • T4, T5(dividend), T5013, NR4 and other tax slips processing and filing.
  • Personal tax for shareholders, including compensation planning for corporate owner managers.
  • Immigration returns for new comers to Canada
  • Exit (emigration) return and planning, including clearance certificate processing on disposal of Canada Situ assets
  • Bookkeeping and tax returns for unincorporated entities, including farming and other businesses.
  • Tax Residency Determination
  • Personal Tax Planning & Tax Strategy
  • Retirement Tax Planning
  • Personal Tax for Partnerships
  • Canadian Rental Income Property Services: We provide the following services:
    • Clearance Certificate – for sale of Canadian real estate by non-residents
    • Non-Resident Rental Tax Return (S.216 Election)
    • Tax Withholdings, Remitting & Reporting for Non-residents receiving rental income
    • NR6 Election and Agent.