Personal Tax Preparation & Filing

Most personal tax software is fine if your tax life is simple. The minute you add self-employment, a rental, investment income, foreign income, or a side business, the stakes go up and the software is no longer enough

What we file

T1 General

employment, self-employment, pension, investment, and other income

Self-employed Schedule T2125

sole proprietors, freelancers, and side businesses

Rental income

Form T776, with proper expense categorisation and capital cost allowance

Investment income

capital gains, eligible and non-eligible dividends, interest, foreign income

RRSP and TFSA contribution planning

Tuition, medical, donation, and disability tax credits where they apply

Spousal optimisation

splitting income, pension, and credits where allowed

CRA correspondence and reviews

If CRA sends you a review letter, a request for supporting documents, or a reassessment, we handle the response. We've dealt with everything from routine medical expense reviews to more complex reassessments — depending on your situation and what's at stake, we'll walk you through your options.

Honest expectations

We won't promise guaranteed tax savings or a specific refund amount. What we will do is review what applies to your situation, claim every credit and deduction you're legitimately entitled to, and explain in plain English why we're doing what we're doing. Subject to CRA rules and the facts of your file.