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Knowledgeable, Professional and Experienced.

Personal Tax

Individual tax planning means more than preparing your annual personal income tax return. We take a proactive approach to help you minimize your income taxes now and in the future.

Our services include:

  • Integration of corporate and individual tax planning strategies for owner-managed small and medium-sized business clients
  • Preparation of individual, partnership, trust, and prior year returns including:

    • Owner-managed unincorporated business and partnership information
    • Tracking and review of investment portfolio transactions including stock option plans
    • Analysis and preparation of personal real estate transaction information

Additional services include:

  • Determining when incorporation is appropriate
  • Analysis of various compensation structures including those of commissioned sales individuals and consultants
  • Negotiating with Canada Revenue Agency in cases of tax disputes and appeals
  • Preparation of US personal returns