Personal tax is about more than filing a return. We optimize every deduction, plan for next year, and handle CRA on your behalf so you keep more of what you earn.
Book a Free Consultation
We prepare T1 returns for individuals, couples, students, and retirees, claim all eligible family, childcare, tuition, and education credits, manage newcomer, residency, and multi-province tax filings, and represent clients in CRA reviews, adjustments, and appeals.
We report income for sole proprietors and professional contractors, optimize rental, investment, and capital gain reporting including T3, T5, and T5008 slips, file foreign income and T1135 disclosures with a compliance focus, and claim home office, vehicle, and business expense deductions in full.
We coordinate personal and corporate tax strategies for efficiency, forecast tax obligations and plan installment schedules, advise on property sales, relocation, and cross-border situations, and maximize deductions while minimizing taxes through proactive year-round planning.
We start with a brief intake to understand your income sources, life changes, and any carry-forwards from prior years. We provide a clear document checklist so you know exactly what to bring, and nothing gets missed.
We review your documents for completeness and identify every deduction, credit, and planning opportunity available to you. We don't just enter numbers, we look at your full situation to make sure your return is accurate and optimized.
We prepare and electronically file your return with CRA, confirm receipt and processing, and walk you through the results. If a balance is owing, we advise you on payment options and timing to avoid interest and penalties.
After filing, we identify strategies to improve your tax position for the coming year, whether that means adjusting RRSP contributions, setting up installments, or flagging upcoming income events. Good tax outcomes are built year-round, not just at tax time.
Whether you have a straightforward T1 or complex investment and self-employment income, we'll tell you exactly what we need, what it costs, and how to get your return filed accurately and on time.
Book a Free ConsultationThe standard T1 filing deadline for most individuals is April 30. If you or your spouse are self-employed, the filing deadline extends to June 15, however, any balance owing is still due by April 30 to avoid interest charges. Filing on time, even without full payment, avoids late-filing penalties.
Any balance owing is due by April 30, regardless of your filing deadline. If you miss this date, CRA charges daily compound interest. If you owe regularly, CRA may require quarterly instalments, typically due in March, June, September, and December.
You will need T4, T5, and T3 slips, RRSP receipts, T2202 tuition slips, and receipts for donations, childcare, and medical expenses, plus last year's notice of assessment. We provide a complete checklist at intake so nothing gets missed.
Yes. We regularly handle returns with employment, self-employment, rental, investment, capital gains, and foreign income in the same filing. Each source has its own rules, and we ensure everything is reported correctly and optimized for your total tax position.
We represent you directly with CRA, handle all correspondence, and respond to inquiries on your behalf. If CRA proposes a reassessment you disagree with, we file a notice of objection and guide you through the appeals process. You don't navigate it alone.
Self-employed individuals can deduct home office, vehicle, professional fees, advertising, equipment, and software costs. Expenses must be incurred to earn business income and must be reasonable. We review your full expense profile to ensure every eligible deduction is claimed and supported.
Yes. Newcomers have specific residency rules, partial-year filing requirements, and potential treaty obligations. We handle the residency determination, report worldwide income for the applicable period, and ensure you receive all credits and benefits from the date you became a resident.
Our fees depend on the complexity of your return, where a simple T1 is priced differently than a return with self-employment income, rental properties, and foreign assets. We provide a clear fixed-fee quote before any work begins so there are no surprises. Book a free consultation and we'll assess your situation and give you an accurate estimate.
