Preparing and filing annual personal income tax returns accurately and on time

Calculating taxable income in accordance with federal and provincial tax laws

Applying eligible deductions, exemptions, and non-refundable and refundable tax credits

Claiming employment and self-employment expenses where applicable

Reporting capital gains and allowable capital losses correctly

Declaring interest, dividend, and other investment income

Ensuring compliance with CRA rules and documentation requirements

Maximizing tax refunds and minimizing tax liabilities through effective tax planning

Determining tax payable, refund amounts, and installment requirements

Filing returns for new residents, departing residents, and students when applicable

Handling CRA correspondence, reviews, audits, and reassessments

Assisting with prior-year tax returns and adjustments

Advising on RRSP contributions, TFSA planning, and other tax-saving strategies

Providing year-round personal tax advice to support long-term financial planning