Personal Services

Personal Tax & Estate Planning

We prepare personal returns and help with the tax side of estate planning for individuals and families across the GTA. With proper tax planning, we help you claim the deductions and credits you qualify for, so you can keep more of your income.

Personal Tax Planning

Missed deductions and weak planning can be costly. Your net income drops, and the loss can carry on for years.

We have the experience and expertise to file your personal tax return and reduce your tax, this year and over the long term. You can visit our Richmond Hill office by appointment. Once we have spoken, you can also send your documents from anywhere in the Greater Toronto Area through a secure upload we set up for you.

Common Tax Issues We Address

  • Medical, attendant care, and disability claims
  • Childcare expense deductions
  • Rental income reporting
  • Disposition of real estate properties
  • Business returns for proprietors and partners
  • Utilization of prior year capital and business losses
  • Capital gains exemption utilization
  • Principal residence exemption claims
  • Tax considerations during divorce settlements
  • Planned gifting to registered charities
  • Transfer of assets to adult children

Trust & Estate Planning

As your business and wealth grow, you will want your capital to last through your lifetime and on to future generations. We help you plan the tax side of passing it on.

We focus on preserving the capital you've spent a lifetime earning, using tax planning that can reduce your long-term tax. We have the knowledge and expertise to help you keep it, so you and your children can enjoy it. If you own a business, see Succession Planning as well.

Common Trust & Estate Issues

  • Minimizing taxes during retirement and upon death
  • Clarifying your goals and how your will affects your taxes
  • Planning how the tax owing on death will be paid
  • Preparing tax filings after death
  • Tax planning for testamentary trusts
  • Tax planning for the surviving spouse

Protect Your Personal Wealth

We'll go through your return for the deductions and credits you qualify for and help you plan ahead.

Request a Consultation → Call 905-305-9134