Personal Tax and Advice

We work closely with you to prepare an income tax return that will minimize your tax liabilities and save you money wherever possible. Our tax preparation services include:

  • Annual Personal Income Tax T1 Filing
  • Personal tax minimization strategies
  • Representation in dealing with the Canada Revenue Agency
  • Filing of Notices of Objection with CRA when required
  • Filing Voluntary Disclosures with CRA when necessary
  • Final T1 Personal Tax Returns in the year of death of a taxpayer
  • Calculating Income in the year of death including Capital Gains and Losses
  • Preparation of T3 Estate Returns

We also offer personal financial planning services that include:

  • Completing a financial plan
  • Tax Efficient Investment Strategies
  • Retirement Planning
  • Estate Planning
  • Seminars on personal financial planning


We do not sell any financial products. Our financial advice is provided on a fee only basis, so we offer you a completely unbiased viewpoint.

 

 

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UNDERSTANDING • SERVICE • ACCURACY • EXPERTISE


Our team relies on the audit and finance skills of Durand and Associates. They do our annual audit and advise on key strategic business matters. Ken has a wide range of knowledge and tremendous experience. We would wholeheartedly recommend Ken and his group.

Bill Bayles, CEO Courage Company Holdings