Services to Individuals

• Preparation of T1 personal tax returns
• Dealing with Canada Revenue Agency (“CRA”) (e.g. Audits, correspondence, questions, etc.)
• Reviewing correspondence from CRA and advising on appropriate treatment
• Tax planning
• Estate planning
• Family trusts
• Reporting foreign assets

• Business advice
• Business plan
• Budgeting / cash flow planning
• Advantages and disadvantages of incorporation
• Business start-up or acquisition
• Marketing
• Performance measurement

• Preparing monthly / quarterly / annual income statement
• Training for manual bookkeeping system
• Training for Quickbooks software

• Registration with CRA
• Preparation of quarterly / annual returns
• Training for preparation of returns

• Payroll (Income tax, Canada Pension Plan, Employment Insurance)
• Income splitting

• Advising with respect to tax structure
• Tax implications of various investments
• Portfolio tracking
• Tracking cost base of investments
• Training for portfolio software (“Quickbooks”)
• Reporting of capital gains

• Advising with respect to “residency” for tax purposes
• Preparing part-year tax returns
• Advising with respect to deemed disposition and deemed acquisition rules
• Reporting of non-resident trusts and foreign assets

• Advising with regard to investment in real property
• Disposition of real property
• Carrying on business in Canada
• Earning employment income in Canada
• Receiving payments (e.g. Dividends, interest, royalties, etc.) from Canada