Your business partner since 1965

– Our services to individuals include –

Personal taxes

• Preparation of personal taxes
• Calculation of RRSP contributions
• Optimization of tax savings
• Declaration of off-shore assets (T-1134 and T-1135)

Bookkeeping and compilation

• Bookkeeping for self employed
• Bookkeeping for rental properties
• Compilation of investments portfolios
• Compilation of employment expenses for tax purposes
• Tax benefits on company car used by an employee
• Compilation of losses on small business investment

Tax litigations

• Resolution of tax audits from Revenue Canada and Revenu Quebec

Reorganisation

• Assets transfers between individual and company
• Assets transfers between individual and trust

Analysis and comparison

• Differences between buying and lease a car
• Differences between registered and incorporated company
• Tax impacts on divorce, marriage, dependants, etc.
• Medical fees, tax deductible or not deduction, optimization
• Optimization of moving expenses
• Optimization of principal residence exemption
• Optimization of capital gain exemption
• Optimization of gain and losses on sale of investments

Non residents

• Non residents personal income tax
• Non residents rental income tax report
• Application for reduction in the amount of non-resident tax required to be withheld for tax year (NR-5)
• Annual declaration of rental income (NR-6)
• Monthly tax instalments of non-resident tax withheld

Retirement planning

• Optimization of retirement income
• Application to Quebec Pension Plan
• Application to canadian Old Age Pension

Estate planning

• Estimation of tax cost upon death
• Preparation of personal taxes of deceased
• Preparation of estate tax report
• Estimation of needs for life insurance