Services
Tax Advisory Services
Our team provide the following services and advice on request.
Tax Planning: Strategies to minimize tax liabilities through careful planning of income, expenses, and investments.
Deductions and Credits: Identifying eligible deductions and tax credits to reduce taxable income.
Retirement Planning: Advice on tax-efficient retirement savings strategies, including the use of retirement accounts.
International Taxation: Guidance on tax implications for individuals travelling across countries and having income from multiple countries, including double taxation situation and foreign tax credits.
Estate and Gift Tax Planning: Strategies for minimizing estate and gift taxes through trusts, gifting strategies, and other financial instruments.
Tax Controversy and Dispute Resolution: Representation and advice in disputes with tax authorities, including audits and appeals.
Charitable Giving: Strategies for making tax-efficient charitable contributions.
Deductions and Credits: Identifying eligible deductions and tax credits to reduce taxable income.
Retirement Planning: Advice on tax-efficient retirement savings strategies, including the use of retirement accounts.
International Taxation: Guidance on tax implications for individuals travelling across countries and having income from multiple countries, including double taxation situation and foreign tax credits.
Estate and Gift Tax Planning: Strategies for minimizing estate and gift taxes through trusts, gifting strategies, and other financial instruments.
Tax Controversy and Dispute Resolution: Representation and advice in disputes with tax authorities, including audits and appeals.
Charitable Giving: Strategies for making tax-efficient charitable contributions.
Tax Compliance Services
We provide the following Personal Tax Compliance Services
Tax Return Preparation: Assistance in preparing and filing personal income tax returns (T1 returns) for various type of individuals and reporting their income, deductions, and credits. The type of returns or individuals who need to file returns may be as follows;
Full Year Residents
Part – Year Residents
Students (International / Domestic)
Work Permit Holders and their Spouses
Parents and children’s return if required
Review of Tax Documents: Analyzing previous tax returns and financial documents to identify potential errors, missed deductions, or opportunities for tax savings.
CRA Correspondence: Assistance in responding to inquiries or audits from the Canada Revenue Agency (CRA), including representation during audits.
Filing Amendments: Helping clients file amendments to previous tax returns if errors or omissions are discovered.
Tax Credits and Benefits: Guidance on eligibility for various tax credits and benefits, such as the Canada Child Benefit, GST/HST credits, and other provincial credits.
Income Splitting Strategies: Advice on income splitting techniques to reduce overall family tax burdens, such as pension splitting, using family trusts or income-splitting loans.
Cross-Border Tax Compliance: Services for individuals with international tax obligations, including U.S. citizens living in Canada or Canadians with foreign income.
GST/HST Return Filing for self-employed Individuals: Online filing of GST/HST returns are mandatory for reporting period starting from Jan 01, 2024. We provide GST/HST number registration services as well as GST/HST return filing services.
Full Year Residents
Part – Year Residents
Students (International / Domestic)
Work Permit Holders and their Spouses
Parents and children’s return if required
Review of Tax Documents: Analyzing previous tax returns and financial documents to identify potential errors, missed deductions, or opportunities for tax savings.
CRA Correspondence: Assistance in responding to inquiries or audits from the Canada Revenue Agency (CRA), including representation during audits.
Filing Amendments: Helping clients file amendments to previous tax returns if errors or omissions are discovered.
Tax Credits and Benefits: Guidance on eligibility for various tax credits and benefits, such as the Canada Child Benefit, GST/HST credits, and other provincial credits.
Income Splitting Strategies: Advice on income splitting techniques to reduce overall family tax burdens, such as pension splitting, using family trusts or income-splitting loans.
Cross-Border Tax Compliance: Services for individuals with international tax obligations, including U.S. citizens living in Canada or Canadians with foreign income.
GST/HST Return Filing for self-employed Individuals: Online filing of GST/HST returns are mandatory for reporting period starting from Jan 01, 2024. We provide GST/HST number registration services as well as GST/HST return filing services.