We meet our clients where they are and provide them with the knowledge they need in order to make the right tax decisions.

 

Personal Taxes

Life can get complicated and so can our taxes. You might have moved countries, married, had children, experienced a separation or divorce, retired, experienced a disability or started your own business. Those changes happened in their own unique way and of course there are special tax rules that apply. Allow us to partner with you to figure out how best to apply those rules to your situation. We prepare T1, T2 and T3 tax returns.

Other special tax areas: Non-resident tax, Canadian-US Citizen tax, owner-managed businesses. 

 

Estate Taxes

Experiencing a death in the family can be a confusing time emotionally and administratively. With or without a will, straight forward estates may become complicated. Many decisions have to be made, many people to consider and you want to make sure that you avoid unintended consequences. Allow us to assist you with tax reporting, estate administration and providing the tax information you need to make the right decisions.  

Tax Reporting: Final tax returns, trust tax returns, clearance certificates.

Financial & Estate Planning 

Sometimes a little planning goes a long way. We help our clients maximize their cash flow and minimize their taxes by planning ahead. Our team of experts have seen a lot and have some amazing strategies to help you reach your goals.  

Things in Between

It is our pleasure to support our clients for other tax issues that may arise in between.  We're experienced in communicating with CRA and have a track record of successful outcomes for our clients.