SERVICES > INDIVIDUALS

Individuals, families, and private business owners are the primary focus and business of my practice. I am not focused primarily on servicing large clients and work with individuals and “small business ” if I have free time left over. Your business is my business. Every day I focus on the issues that are also your issues.

What you can expect

From time to time, families may find it helpful to seek input from a Chartered Accountant to ensure:

  1. Planning and tax optimization for capital gains on real estate and other investments
  2. Access the asset protection, peace of mind, and potential tax optimization available from implementing a Family Trust

From time to time, families may find it helpful to seek input from a Chartered Accountant to ensure:

  1. Planning and tax optimization for capital gains on real estate and other investments
  2. Access the asset protection, peace of mind, and potential tax optimization available from implementing a Family Trust

If clients are behind on filing previous years returns or responding to CRA inquiries, a Chartered Accountant can provide independent advice on the most effective approach to resolving the issue. I can guide clients through the process of using appropriate CRA dispute resolution programs including but not limited to:

  1. Notices of Objection
  2. Voluntary Disclosure Applications
  3. Taxpayer Fairness Provisions

I will ensure your family’s return claim and optimize the various transfers of deduction and tax credits that can be transferred between family members.

I can efficiently complete ALL of your income tax requirements. Call me if you are looking for a highly trustworthy individual who will explain everything I do for you.

I can review business expense deductibility , ensure proper tax treatment of capital purchase, and help evaluate whether incorporation would further optimize your business activity.

I can ensure you have properly implemented CRA’s specific restrictions on expense deductibility.

Complex investment portfolios – a Chartered Accountant can assist with complex investment portfolios by:

  1. tax return preparation which ensure the proper tax treatment of the wide variety of investment income types (dividends, interest, capital gains, other income, return of capital etc etc)
  2. providing accurate accounting services for complex investment portfolios
  3. Active trading – evaluating potential tax issues

I can review rental expense deductibility , ensure proper tax treatment of capital purchases, and develop a plan to understand and optimize the taxation of possible future capital gains when sold.