Personal tax

Income tax rules and rates are constantly changing. Having a trained professional work with you is more important than ever. I have 25+ years’ experience and am very familiar with single, married, retired, business, employment expenses, investment reporting, capital gains, income splitting, foreign reporting and almost any other personal income tax situation possible. No tax return is too small or simple, or too large and complicated. Please don’t hesitate to contact me if you have any questions, concerns or just need a second opinion.

Financial Statements and T2 Corporate tax

Corporate ownership opens up the possibility of dynamic and strategic tax planning. Whether it is your first year of operation, your final year or any year in between, there are many opportunities to reduce or defer corporate and potentially personal income taxes. I pride myself on the ability to explain these complicated tax strategies in terms that the client can understand. My services include financial statement compilation, T2 corporate income tax preparation, GST, PST, T4, T5 and other tax reporting requirements as needed.

Trust and Estate tax

If you are an Executor or Administrator of an estate, then you are responsible for the final filing requirements of the deceased.  Because of the demographics surrounding my old White Rock office, I am very familiar with Estate and Trust returns.  My knowledge and experience allows me to offer many services including Terminal T1 preparation, T3 Trust Income Tax and Information Returns, various filing opportunities and requirements under Section 150(1)(b), 70(2), 150(4), 70(6.2), 164(6) elections and of course Tx19 Request for Clearance Certificate documentation.  I can also prepare Statements of Executor Accounts if you so require.  Please don’t hesitate to contact me for a free consultation regarding your filing requirements.