With years of tax return preparation experience, we welcome the opportunity to assist you with the preparation of your Personal (T1) returns.

T1 Returns include:

• Residents of Canada for part or all of the year
• Individuals receiving income from employment, investments and private or government pensions
• Children who earn money through baby sitting, paper routes, etc
• Terminal returns for individuals deceased during the year
• Optional returns for deceased individuals (based on the facts in each situation)

I am proficient in providing the following services relating to your tax filing:

During Tax Season

• Gathering of slips and documentation and an analysis of your personal tax situation to ensure that no claim has been overlooked
• Preparation of entire family’s returns (including spouse and children)
• Preparation of your HST return if you are self employed
• Optimizing family income splitting
• Timely filing of elections
• Electronic filing of returns
• Preparation of Foreign Income Verification Statement if applicable

After Tax Season

• Verification of accuracy of Notice of Assessments
• Preparation of adjustments to previous years’ filings as required
• Handling of correspondence with CRA in the event of an e-file audit or pre-assessment review
• Communicating with CRA on a variety of issues requiring immediate attention
• Paying installments for clients who are out of the country
• Ongoing discussions with clients regarding tax planning strategies that may present themselves throughout the year