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Personal Tax Services

Personal tax can become complex when you have investments, rental properties, business income, foreign assets or significant life changes.

We provide personal tax compliance and planning services for individuals who need more than basic tax return preparation.

Personal Income Tax Returns

We prepare Canadian personal income tax returns for individuals with more complex tax situations, including:


  • Employment and investment income

  • Self-employment income

  • Rental properties

  • Capital gains and losses

  • Stock options and other compensation

  • Foreign income and assets


Tax Planning

Good tax planning should happen before year-end. We can help you evaluate:


  • RRSP and other registered account contributions

  • Capital gains and losses

  • Investment income

  • Tax instalments

  • Significant purchases or transactions

  • Changes in employment or business income


Self-Employed Individuals

If you operate a business personally, we can assist with income tax reporting, deductible expenses, GST/HST considerations and whether incorporation may make sense.


Rental Properties and Real Estate

We assist with tax issues involving rental properties, changes in use, principal residence exemptions and the sale of real estate.


Foreign Assets and International Matters

Individuals with foreign investments, properties or business interests may have additional Canadian tax and reporting obligations.


We can assist with foreign income reporting, T1135 filings and more complex cross-border tax matters.


Tax Advice for Major Life Changes

Your tax situation may change significantly when you:


  • Start or sell a business

  • Purchase or sell a property

  • Become self-employed

  • Receive a significant investment gain

  • Move to or from Canada

  • Begin planning for retirement


We help you understand the tax implications before important decisions are made.

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