While most individuals are required to file a tax return, not everyone needs a professional accountant. You may be able to prepare your own tax return, go to a volunteer tax clinic or ask a friend or family member for help. However, you may prefer to hire a professional if your situation is complex, errors have been made in the past or you would rather spend your time doing other things.
Each year, we gladly sacrifice the month of April in the name of excellent customer service. Our personal tax clients often have one or more of the following on their tax returns: investment gains or losses, rental properties, business or professional income, farm income, pension income, employment expenses or foreign property. And if Canada Revenue Agency (a.k.a. CRA, the government or the tax man) has any questions, we can answer them for you. In fact, we would prefer to answer them for you. It just might keep you out of trouble.
In addition to preparing your personal tax return, we can help with estate planning, accounting for your investments and annual tax planning to optimize gains, losses, deductions and credits.