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Personal Tax

We offer all services pertaining to the preparation and filing of personal taxes.

Personal Tax

Navigating the complexities of personal taxes can be daunting, but we’re here to help! Our dedicated team of tax professionals offers comprehensive personal tax preparation services tailored to your unique financial situation. We provide:

  • Individual Tax Filing: Accurate preparation and filing of your federal and provincial tax returns to maximize your refund and minimize your liabilities. US Tax preparation and coordination available.

  • Tax Planning: Strategic advice to help you make informed decisions throughout the year, ensuring you take advantage of all available deductions and credits.

  • Audit Support: Expert assistance in the event of an audit, providing guidance and representation to ease your stress.

  • Year-Round Support: Ongoing consultation to address your questions and changes in your financial circumstances, ensuring you stay compliant and informed.

Let us simplify the tax process for you. Experience peace of mind with our reliable and personalized tax preparation services!

Sole Proprietors

As a sole proprietor, managing your business finances and taxes can be overwhelming. Our specialized services are designed to support you every step of the way. We offer:

  • Business Tax Preparation: Expert preparation and filing of your T2125 and other necessary tax forms to ensure compliance and maximize deductions.

  • Bookkeeping Solutions: Accurate bookkeeping services that help you track income and expenses, allowing you to focus on growing your business.

  • Financial Planning: Tailored strategies to optimize your cash flow and plan for future growth, ensuring your business remains financially healthy.

  • Tax Advisory Services: Ongoing advice on tax-saving strategies and compliance, helping you navigate changes in tax laws and regulations.

Partner with us to simplify your financial processes and empower your sole proprietorship for success!

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Wealth & Estate Planning

For clients who want to strategically build their wealth and seek opportunities to minimize their tax liability, we collaborate closely with a number of wealth and financial managers in order to create and implement individualized investment plans.

Non-Resident Tax

Navigating through the requirements and complexity of CRA compliance with non-resident tax filings can be difficult to say the least. Our principal has firsthand experience with non-resident filings from having worked and lived overseas and has been providing guidance and compliance solutions for over seven years.

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We provide advisory and non-resident tax filings for Canada and the US. 

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