Individuals

  • Personal income tax return preparation
  • Personal income tax planning
  • Assistance with Canada Revenue Agency (CRA) tax audits, assessments, appeals and dispute resolution
  • Rental property tax return preparation
  • Purchase and sale of real estate
  • Personal financial planning
  • US income tax preparation
  • Non-resident and part-year resident income tax return preparation
  • Separation of assets on marital breakdown and divorce
  • Business exit strategies
  • Wealth creation, preservation and enhancement planning
  • Notary public services