Personal and Trust Tax

Our firm helps entrepreneurs, investors and high net worth individuals achieve significant savings though carefully tailored and executed personal tax planning strategies. Our approach is to provide our clients with comprehensive tax solutions that take into account their unique circumstances and utilize all available tools to achieve exceptional savings. No matter how complicated your tax situation, our dedicated team will help you realize the best outcome, which often leads to significant savings.

Our personal tax and trust tax services include:

  • Preparation of personal (“T1”) and trust (“T3”) income tax returns

  • Preparation of personal income tax returns under Section 116 of the Income Tax Act (“ITA”)

  • Foreign and non-resident compliance reporting