Personal Tax

Personal Tax Services

Compliance and Planning for Individuals with Complex Financial Profiles

Managing personal tax obligations can be challenging, especially when your financial picture includes multiple income sources such as employment, investments, business activities, rental properties, or pension income. I offer comprehensive personal tax services that simplify complexity and ensure your filings are accurate, compliant, and aligned with your financial goals.

Tax Compliance

Filing Requirements

• T1 Tax Returns: I prepare and file individual income tax returns in compliance with CRA requirements. All income sources, including employment earnings, self-employment income, and other taxable amounts, are reported accurately.

• Supplementary Forms: I handle complex schedules for business income, rental properties, investment income, farm income, and pension distributions.

• Additional Returns: I also prepare related forms such as T3, T4, T5, and GST where applicable, ensuring a complete and compliant submission.

Thorough and Detail-Oriented

Every personal tax situation is unique. Whether you manage rental properties, operate a business, or hold a diverse investment portfolio, I work carefully to ensure your return reflects your specific circumstances and helps reduce the risk of CRA follow-up.

Strategic Tax Planning

Optimizing Your Financial Position

• Integrated Tax Strategy: I offer personalized planning to structure your income and investments in a tax-efficient way. This includes estate tax and business succession planning.

• Business Income and Investments: For individuals with entrepreneurial ventures or investment portfolios, I provide proactive strategies to manage taxable events and maximize available deductions.

• Long-Term Vision: Whether you are planning for retirement, managing ongoing liabilities, or saving for future expenses, I help align your tax strategy with your broader financial objectives.

Why Choose My Personal Tax Services?

• Expertise in Complexity: I have extensive experience with returns involving business, rental, and investment income.

• Client-Centered Approach: I tailor every engagement to your unique financial profile, offering strategies that are both effective and personalized.

Whether your tax situation is straightforward or complex, I provide the diligence, insight, and planning needed to manage your obligations with confidence.