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Personal Tax

Personal tax services for business owners and high net worth individuals

Personal Tax Filing

Starting at $500

Ideal for:
Individuals with a straightforward personal tax return.

Includes:

  • Personal T1 tax return

  • Review of deductions & credits

  • CRA correspondence support

Complex Personal Tax & Planning

Starting at $950

Ideal for:
Business owners and high net worth individuals with multiple income streams or complex tax situations.

Includes everything in Tier 1, plus:

  • Tax projection for next year

  • RRSP / TFSA planning guidance

  • Review of investment income and tax implications

  • Income splitting strategies (if applicable)

  • Support for complex tax situations, including:

    • Rental income / investment properties

    • Capital gains / investment portfolio

    • Trusts / estates

    • Multiple employment or business income

    • Foreign income reporting

  • One tax planning meeting

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