Taxation Services

My Practice

I work with individuals, independent professionals and small and medium sized business to prepare and file personal income and corporate tax returns. Ensuring that your mandatory regulatory filings are accurate and delivered on time is a guarantee of my practice. I prepare and file on your or your business’ behalf and provide you with the relevant government documents for your records.

Most of the clients that I work with are situated in the Oakville or Greater Toronto Area, but I can service you or your business anywhere in Canada.

What can I do for you?

Tax Preparation Help with CRA

MORE SERVICES

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Personal Income Tax Returns

Preparation of personal income tax returns for individuals, rental properties, sole proprietorships and other non-incorporated businesses.

Disability tax credit certification
Mandatory tax return preparation and e-filing (T1)
Tax planning
CRA filings and remittances
Arranging and validating of medical and charitable deductions
Preparation of Foreign Income Verification Statements (T1135)
Risk mitigation
Filing final and deceased persons returns

Corporate Tax Returns

Preparation, planning, and e-filing of tax returns for provincially and federally incorporated businesses in Canada.

Tax planning and strategy
CRA filings and remittances
Dispute resolution and appeals with the CRA
Mandatory tax return preparation and e-filing (T2)
Tax risk management
Tax estimates and calculation of instalments
Planning for government audits

Sales Tax Returns (HST/GST)

Quarterly or annually filed GST/HST/PST returns for all businesses in Canada.

Preparation and e-filing of government sales tax returns (HST, GST, PST)
Estimation of instalments
Changes to filing period
Tax strategy
Startup tax planning

Trust Returns

Preparing and filing returns for inter vivos, family, and testamentary trusts.

Preparation and filing trust returns (T3)
Completion of T3 Summaries and slips
Family trust preparation

Employment/Payroll Tax

Assistance in year-end employment and payroll tax preparation, filing, and strategy.

Preparation and e-filing of T4 Summaries and slips
Review of payroll remittances and information
Filing of Declaration of Conditions of Employment (T2200) & T777
Calculating employment benefits

Dividend and Interest Returns

Tax strategy and dividend/interest filings for incorporated owner/managers.

Preparation and e-filing of investment income Summaries and slips (T5)
Owner/shareholder remuneration planning
Tax strategy

Other Government Filings

Other filings for the CRA not covered in a preceding service topic.

Statement of Contractors Payments (T5018)
Statement of Partnership Income (T5013)
CRA rulings and negotiations

TAX PREPARATION

Personal

I provide tax preparation and filing services for your personal income tax returns, to save you the time and headache required in the completion of said mandatory tax returns. For long-term clients, I work throughout the year prior to the April 30th personal tax return deadline and the June 15th self-employed deadline, to manage expenses and advise on tax strategy, such that you are well-prepared heading into ‘tax season’. You’re provided with a tailored list of required documents and checklists to help guide you through the process of personal tax preparation. I have a total 25 years of tax strategy and preparation experience that I use to accommodate you with the best quality tax advice.

Corporate

If you are a provincially or federally incorporated business in Canada, I capitalize on my wealth of experience and knowledge in the field of tax, to provide you with regulatory filings and the best tax advice and strategy to help your small, medium, or large business. I work year-round to ensure that your corporate tax deadline filings are met and to the benefit of your business. When dealing with the CRA, as your corporate tax accountant, I can act as your representative in all negotiations, dispute resolutions, and appeals.

CANADA REVENUE AGENCY

The Canada Revenue Agency (CRA) may review information on your returns at any time, whether it’s a simple review of your receipts or a complete audit of your books. As your representative, I can help you work with and will fight on your behalf against the CRA to ensure a satisfactory outcome, for you or for your business.

Government audits can be very stressful and time-consuming experience. It’s never advised that you represent yourself in an audit, therefore I act as your representative to ensure you are provided with the relevant CRA audit information and guide you through the audit process.

There is always a chance that you may be audited, particularly if your tax return is red flagged for one of the following reasons but is not limited to:

Filing your taxes late
Inadequately reporting all taxable income
Deducting certain questionable expenses
Claiming deductions higher than average
Failing to report foreign investments or assets
Claiming sizable charitable deductions

The audit may be small and partial of a particular subset of your business, or a full-scale field audit. Regardless of the size and scale of the audit, by employing my tax services you are protected from inexperience that may result in an audit. In the case you do get audited, you can rest comfortably knowing that my 25 years of tax experience and knowledge of the ins and outs of the CRA can aide you in this arduous time.