Personal Services

Our firm understands that income taxes can be an overwhelming part of life, not just the preparation of returns each year, but also the planning that is required to benefit you and your family in the long-term. Our experienced team is dedicated to providing you with quality tax preparation and valuable tax plans that are tailored to suit the specific needs of you and your family. Our personal tax services include the following areas:

  • Personal tax preparation and planning
  • Integration of business and personal tax plans
  • Tax advice and preparation for sole proprietors and commissioned salespeople
  • Providing advice on current tax legislation changes
  • Estate planning and taxation
  • Tax reduction strategies such as tax shelters, income splitting and incorporation
  • Providing knowledgeable tax advice on complex investment instruments and portfolios
  • Trust return preparation
  • Form preparation