Personal Tax Services

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Optimize tax credits and deductions for you and your family, so you keep more.

  • Prepare personal tax returns for you, your spouse/common-law partner and children
  • Calculate realized gains and losses on the sale of assets
  • Calculate stock option and other employment benefits
  • Determine rental, business and professional income
  • Analyze tax shelter information
  • Optimize medical expense and charitable donation credits
  • Consider non-resident tax issues
  • File foreign property reporting, multi-jurisdictional tax returns and tax elections
  • Correspond with tax authorities
  • Ongoing tax planning for all of your financial affairs

We also offer Corporate Tax Services and Trust Tax Services.

(Tax preparation services are only available to clients who engage us on an ongoing basis for Integrated Financial Planning.)