Individuals

Our firm provides assistance to individuals interested in identifying opportunities and strategies that enhance your personal financial position while minimizing tax consequences. We provide tax preparation services for individuals, trusts and estates. However, tax preparation is only half of the story .....contact us to assist with your tax planning needs.

• Provide proactive tax planning and compliance assistance to minimize and/or defer tax costs
  
• Help protect and maximize potential investments including property/asset purchase and sale transactions, like-kind and deferred tax strategies
  
• Provide representation before government taxing authorities such as CCRA audit representation and correspondence
  
• Establish working relationships with other professionals involved with your financial well being (ie. Financial advisor, Insurance agent, lawyer, etc.) to ensure all your objectives are achieved
  
• Assistance with financial planning issues such as retirement planning and estate planning analysis
  
• Interim tax planning throughout the year to optimize tax positions
  
• Review of various retirement planning mechanisms to provide guidance in optimizing your strategies
  
• Planning and preparation of Deceased individual final income tax returns and other filings.
• CA PrimePlus/ElderCare Services is a unique, customizable package of services, designed to help our mature clients maintain their lifestyle and financial independence. Click here for a brochure of these services.
  
  

Tax return preparation for: Individuals US Commuter 1040 returns Trusts Estates