Personal Tax
Personal tax preparation with attention to the details that matter
T1 personal income tax preparation for individuals, including business owners and clients whose returns involve additional income, investments or other tax considerations.
More than entering tax slips into a return
- Review of tax slips and supporting information provided
- Identification of additional schedules or reporting relevant to the return
- Review of deductions and credits supported by the client information
- Coordination of owner-manager personal tax items with corporate information where relevant
- Electronic filing when the return is eligible for EFILE
- Explanation of key results, balance owing or refund and next steps
The exact scope depends on the records, filing obligations and level of support required. Whenever possible, the expected scope and fees are confirmed before work begins.
For individuals whose tax situation deserves a closer look
Business owners and self-employed individuals
Clients whose personal return connects to a corporation, proprietorship or other business activity.
Individuals with additional tax complexity
Clients with investment, rental, foreign or other items that require more than a basic employment-income return.
A clear process from documents to filing
1
Identify the tax situation
We confirm the tax year, types of income and any items requiring additional information.
2
Review documents and prepare the return
Tax slips and supporting records are reviewed and the applicable T1 schedules are prepared.
3
Review results and file
Key results are explained and the return is filed when eligible and authorized.
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Need help with your personal tax return?
Tell us briefly what types of income or tax issues are involved and which tax year needs attention.
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