Growing
Advising
Support
Income Tax Preparation & Consulting
- Personal Tax Services
- Rental Income Tax reporting
- Self Employed Tax reporting
- Deceased & Estate Tax reporting services
Our goal is to provide excellent quality work for the above listed areas at competitive prices and are priced much less than the well-known national tax service providers. We also offer year-round tax support in case of reviews, audits, or even late filing of current or past years taxes.
Disability Tax Credit Application & Processing Support
One of our pet peeves is the proliferation of Services that promote the Disability Tax Credit services they offer on an aggressive basis, and only take a “percentage” of your enhanced refund. While it can take some time to get the form completed by your Family Physician, submit to CRA, then wait for CRA to review and approved the application, it is not complicated. In fact, it is quite simple and should not cost anywhere near the outrageous amounts these services charge. Often, they try to tell you they can do things and get tax refund that others can’t. CRA does not have different rules for different Professional providers. We all work with the same rules, procedures, and Income Tax Legislation.
We can help with the process. It goes much like this:
- Consulting with client about eligibility
- Providing forms and clear instructions for you and your Doctor
- Submitting on behalf on client upon Doctor completion and monitoring the application
- Ensuring adjustments and credits are applied to your best advantage once approved by CRA
Call us for a no charge appointment to explain the process and how affordable it can be.
Retirement & Cash Flow Planning
We can assist in these areas to help you understand what you need for current cash flow and during your retirement.
Estate Planning
Many people don’t want to talk about Death & Taxes until it is too late. We find this comes from not understanding the process and how it will allow you to relax knowing you have a plan. Come talk to us see how easy it can be to get started on this important topic and put your mind to rest.
Mortgages
We are not Mortgage Brokers. However, we can assist you in understanding how a mortgage will fit your overall cash flow and planning needs.
Investment Services
For more information on investment options, visit my page on Investia.ca