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