Personal Services

Tax Preparation • Tax Filing • Forecasting • Financial Planning • Tax Credits • Processing reviews

From individuals to families to first-time filers, we can prepare your personal income tax return efficiently and effectively. Our team will assess your current financial situation – your employment income, business income, and investment income - and provide you with expertise to best fit your needs.

Tax Preparation: Our team will coach you on organizing and submitting all the required documentation for your annual taxes then we’ll prepare your return to best manage your personal income. We can also manage the tax preparation for your business.

Tax Filing: Our team will oversee the timely, quick, and easy electronic filing to the Canada Revenue Agency on your behalf.

Forecasting: As your financial situation evolves, we’ll help inform you of any revised tax obligations.

Planning: Planning for financial milestones and retirement is an ongoing process. We provide many of our clients with ongoing financial assessment and long-term planning.

Tax Credits: We work with you to identify all of the relevant tax credits you are eligible for, which can lessen your tax burden.

Processing Reviews: Each year, the CRA conducts manual reviews of a small percentage of returns filed. If you happen to receive a notice, we’ll support you through the entire process.

Young couple sitting down looking at tax papers and a laptop - Xpertax