For you…

Let us do the numbers

For your income tax return

Taxes are not likely to get simpler any time soon! We are happy to take on the complexity for you.

Employment income

Real estate rental schedule

Self-employment schedule

Investment income

Capital gains and losses

Pension splitting

Donations

Medical expenses

Tuition credits

Foreign asset reporting

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Let us do the numbers

For your future plans

Let’s talk about tomorrow! Tax considerations are never the only considerations, but they are an important part of the picture. What do you want to do?

Save for education?

Pay off debt?

Lease or buy?

Provide for retirement?

Arrange your estate and legacy?

Review your will

Discuss alter ego or joint spousal trusts

Plan charitable donations

Referral to legal professionals

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Let us do the numbers

When your loved one or friend has passed away

On top of your sorrow at the passing of a loved one or friend, you may have responsibility for administering his or her estate.

We can help you handle the required income tax filings:

Final personal tax return:

Report deemed disposition of assets at time of death.

Make use of any available elections to minimize or defer tax.

Estate and testamentary trust tax returns, if any.

Request for a clearance certificate.

Helpful resources

We have a page with links to some helpful resources provided by the government and others.

To resources

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