Personal tax
T1 returns, rental and investment income, RRSP, FHSA and TFSA strategy, instalments and family planning.
What we offer
Tax services services
Corporate tax
T2 returns, owner pay mix, small business deduction, SR&ED claims and year-end planning.
US and cross-border tax
US returns for Canadians, dual filers and snowbirds, treaty positions, and US entity filings.
Estate and trust
Final and estate returns, T3 trust filings, wills coordination and family succession.
Indirect tax
GST/HST registration, returns, input tax credits, place of supply rules and audits.
CRA reviews and disputes
Responses to review letters, audits, objections, voluntary disclosures and relief requests.
International and trade
Transfer pricing, non-resident withholding and tax treatment of duty refunds. See our tariff release program.
Tax provision
Income tax provisions and disclosures for financial statements.
Who we help
Built for people who want answers, not jargon.
- Employees and professionals
- Owner-managers
- Landlords and investors
- Families and estates
- Cross-border residents
- Growing corporations
How we work
A clear path from first call to finished work.
Discovery call
We learn your situation, deadlines and goals.
Scope and fee
You get a written scope and fee before work starts.
Delivery
We do the work and keep you updated at each milestone.
Review
We walk you through the result and what comes next.
Talk to us about tax services.
Share a few details and we will come back with next steps.