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