These services cater to individual needs, providing guidance through complex financial decisions, ensuring compliance, and helping individuals achieve financial goals more effectively.
Personal Tax Preparation and Filing
Preparation and filing of income tax returns.
Guidance on deductions, credits, and exemptions (e.g., medical expenses, education credits, retirement contributions).
Help with optimizing returns to reduce tax liability.
Tax Planning and Strategy
Personalized tax planning to minimize future taxes.
Advice on tax-efficient investments and retirement accounts.
Strategic planning for capital gains, real estate transactions, and other taxable events.
Audit Support and Representation
Assistance in handling tax audits or reviews.
Representation in dealing with Canada Revenue Agency
Help in gathering documentation and responding to inquiries.
Financial Planning and Budgeting
Setting up personal budgets and spending plans.
Building saving strategies for major life goals (buying a home, funding education).
Personalized financial advice on debt management and savings optimization.
Investment Tracking and Reporting
Managing reporting on investment portfolios for tax purposes.
Assistance with tracking dividends, capital gains, and other investment income.
Calculating and reporting foreign investments and income accurately.
Underused housing tax (UHT) submission.
GST/HST New housing rebate.
GST/HST New residential rental property rebate preparation.
Self-Employment and Freelance Accounting
Specialized support for self-employed individuals and freelancers.
Help with tracking business expenses, bookkeeping and quarterly taxes.
Advice on deductions specific to freelancers and small business owners.
