Service
Personal returns coordinated with corporations, investments, and significant life or business events.
Our personal tax work is focused on business owners, their families, and files with additional complexity. Standalone personal returns are accepted selectively, and tax-advice meetings are billed separately.
We generally need tax slips, investment and rental information, deductible expenses, instalments, prior-year notices, and details of significant changes such as a move, sale, new business, separation, or foreign income. Accepted clients receive a secure checklist and upload process.
FAQs about Personal Tax for Business Owners & Complex Files
Yes, primarily for business owners, their families and individuals with more complex tax matters. Standalone personal tax files are accepted on a limited basis depending on complexity and capacity. Submit the personal tax inquiry form rather than booking a call.
Submit a personal tax inquiryYes, if a professional consultation is appropriate and accepted. Tax advice meetings are generally billed at $450–$650 per hour, with the rate confirmed before booking. If you only need preparation and filing, a meeting may not be necessary.
Request a paid consultationWe generally need tax slips, investment and rental information, deductible expenses, instalments, prior-year notices and details of significant changes such as a move, sale, new business, separation or foreign income. Accepted clients receive a secure checklist and upload process.
Potentially. We need to know the years, income sources, CRA correspondence and whether business, HST or foreign reporting is involved. Late filings and voluntary disclosures require a separate scope and should be addressed promptly.
Send us the detailsWe assist with selected Canada–U.S. and cross-border matters where the work fits our team. Cross-border files require early disclosure of citizenship, residency, work locations, entities and foreign accounts. Submit the details for review before assuming we can accept the engagement.
Send us the detailsConnect
Tell us what is changing in your business or organization and we will find the right approach together.
Common questions are answered in our FAQWe review every new inquiry before offering a meeting, so we can confirm fit, scope, and whether the discussion involves billable professional advice.
Submit a Personal Tax InquiryResponse as quickly as possible during business hours. No appointment is booked by submitting.
