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From the Simplest returns to the most
complex, we would be happy to help
you and your family to minimize your
overall tax bill.
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Personal Tax Returns
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Tax shouldn't be intimidating.
Personal tax returns can be tricky and tedious, and as unique as every individual. Knowing about you lets us find all the allowable tax credits applicable to you.
Let's talk about how to tailor your return to make the most out of your allowable deductions. Life circumstances make a difference:
Many individuals miss out on tax saving opportunities such as:
We will help you find what you are eligible for.
Toll Free 1-800-773-7587
We start with a simple in-person conversation. This can either be in a meeting room, telephone conversation or by a zoom meeting. Throughout the process, we are always there to answer your questions so you know your return is filed accurately.
If you are not sure of what to bring, a good place to start is to locate last year's tax return, your prior year notice of assessment and anything else you think is relevant
We will gladly work with your other advisors (such as the bank, lawyers and financial planners) to get any missing information. If there are additional steps to complete your filing we will let you know, and when it comes to dealing with the CRA we have got your back.