Individuals, Couples & Families

 

Tax Consulting and Planning

• Individual or family tax planning to design tax-minimization strategies to optimize your after-tax status

 

Tax Return Preparation

• Individual Income Tax and Benefit Returns (T1)

  • Basic

  • Student tax returns

  • Calculating capital gains and losses

  • Employment expenses (must have T2200 Declaration of Conditions of Employment form signed by employer)

  • Business income for self-employed individuals and partnerships (please check out our helpful worksheet summary)

  • Rental income (please check out our helpful worksheet summary)

  • Pension splitting

• Preparation of Final T1 Return and Trust Returns (T3) – death/estate taxes

• Voluntary Disclosure Program

• Management of CRA reviews, audits or disputes