We prepare individual (T1), corporate (T2), and trust or estate (T3) tax returns. We provide electronic filing services with Canada Revenue Agency and Revenu Québec.
Do you work with clients outside Toronto?
Yes. We work with clients across Canada using secure virtual meetings and cloud-based document sharing.
What is the benefit of proactive tax planning?
Proactive tax planning helps you better plan for tax time and pay less tax over the long run. We can forecast tax owing or refunds ahead of time, plan and monitor your quarterly tax instalments, and strategically consider tax deductions and credits.
We can help you plan which accounts to contribute to during your working years, and which ones to withdraw from during retirement.
When tax is a forward looking process rather than a retroactive one after the year is done, you can be more tax efficient.
What is the difference between tax preparation and tax planning?
Tax preparation focuses on accurate filing. Tax planning looks ahead to manage tax obligations over time.
Most accountants simply do tax returns. Most people who do their own taxes miss opportunities.
By planning ahead this year for your tax return filing next year, you can make choices that reduce your tax payable. There is not much that can be done after the tax year is done.
We meet with clients and talk about tax strategy before a tax return is filed.
Do you provide bookkeeping services?
Yes. Bookkeeping support, including QuickBooks Online integration, helps maintain accurate records and supports tax compliance.
How are your services priced?
Fees are based on the complexity of your situation and the scope of work. Pricing is discussed upfront and generally quoted in advance.
If you are considering our services, just book a complimentary call with our tax team and we can provide a quote for our services.
Who will be handling my file?
There is always a lead accountant who you work with, but we have a team that includes administrative staff, bookkeepers, and accountants. We have been providing cloud accounting by leveraging technology like secure uploading and downloading and digital signatures for clients across Canada since 2012.
Do you assist with CRA and Revenu Québec reviews or inquiries?
Yes. We can assist clients in responding to Canada Revenue Agency (CRA) and Revenu Québec requests and managing the process.
Are there any industries you specialize in serving?
We work with a lot of incorporated professionals, consultants, and retirees with investment holding companies. We also have team members with significant experience in farm tax.
Do you have experience working with high-net worth investors?
We have a lot of clients who have significant investments. As a result, we are used to dealing with capital gains, donated securities, stock options, flow-through shares, labour-sponsored funds, foreign investments, Form T1135 Foreign Income Verification Statements, and other more complex tax nuances.
Can you file estate returns?
We have experience filing final tax returns for taxpayers who have died. This includes reporting deemed dispositions at death, making spousal elections, and filing optional returns like returns for Rights or Things, Partners or Proprietors, or T3 Trust and Estate Returns for graduated rate estates or testamentary trusts.
When should you change accountants?
You may want to consider a new accountant if you feel your questions are dismissed or answered too quickly, or your relationship is limited to tax filing rather than tax planning. If your situation is becoming more complicated because you are buying a rental property, your business is growing or being sold, or you are entering retirement, these life events may also be triggers. If you are not getting the level of engagement that you want or need, it may be time for a change.
