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We provide accounting services to suit the individual needs of each client. The following is a list of some of the personal tax services we offer our clients.

Please review the following information for further details on each of the above services.

Tax Preparation
Tax preparation is the preparation of personal tax returns as required by CCRA (Canadian Customs & Revenue Agency), prepared by certified accountants whose expertise focuses on personal tax issues. E-file and personal audit services are available.

Financial Planning
We work hand in hand with Certified Financial Planners (CFP) to provide a high level, detailed financial plan based on our clients needs.

RRSP Re-structuring
This service is a function of the financial planning where we assist our clients with the transition between financial institutions and their personal goals.

Estate Planning & Taxation Requirements
During this process, we work in conjunction with a detailed financial plan that incorporates our relationships with financial institutions, CFPs, and the very best tax lawyers.

Net-Worth/Adoption Reports
Due to high levels of financing, many financial institutions require independent net worth reports on each individual. Our office works in conjunction with our clients and these institutions to provide the best report possible.

Marital Valuation
In situations of marital breakdown, a valuation of assets is often required. We work in conjunction with Empirical Valuation Corporation who staffs qualified Certified Business Valuators, to provide the most accurate valuation of assets.