PERSONAL TAX PLANNING & FILINGS

IS THIS YOU AT TAX TIME?

Woman Frustrated With Paperwork Man stumped by taxes Woman is Brain Tired Man Pulling Hair Woman Exhausted

WE FOCUS ON MAXIMIZING BENEFITS FOR YOU.

Woman Holding Abacus. We do this by understanding your specifics and develop a tax strategy as top priority. Communication with you is the foundation of this process.
Tax laws persist in complexity and continue to change. We keep up to date on changes and court decisions so that we can apply the most current legislation to your best advantage. When your return is filed, we follow up on all aspects, with you and the Canada Customs and Revenue Agency.

Judgment is crucial when applying the provisions of the Income Tax Act to your particular circumstances. We design and help you implement tax minimization strategies and then ensure that your filings are timely, optimal, well documented and in compliance.

WE FOLLOW UP

Here are a few Income Tax Act provisions that could work to your advantage:

  • Reorganizations
  • Estate Freezes
  • Capital Gains Freezes
  • Income Splitting
  • Year end Timings
  • Income Deferrals
  • Capital Cost Allowances
  • Reserves
  • Foreign Tax Credits
  • Alternative Minimum Tax

TYPES OF INCOME

Employment Income? Rental income? Interest Income? Capital Gains? Trust Income? Income from Listed Personal Property? Gambling Income? Gifts? Windfalls? Self-employed Income? Commissions? Dividends?  

DEDUCTIONS are carefully looked at to match your income categories

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