CPA-prepared. Personally optimized.

Individual, self-employment, rental, and investment income, filed and optimized so you keep more of what you earned.

What We File

What your engagement covers

Complete preparation and electronic filing of your annual personal income tax return.

T2125 statement of business activities, expense categorization, home office deductions, and vehicle expenses.

Rental income and expense reporting, CCA claims, and property disposition planning.

Investment income, capital gains/losses, T3/T5 slips, and portfolio tax optimization.

RRSP contributions, charitable donations, medical expenses, tuition, childcare, and all other eligible credits.

Corrections and adjustments to previously filed returns to recover missed deductions or credits.

Is This Right For You?

Individuals with multiple income sources (employment, self-employment, rental, investment)
Self-employed professionals who need accurate T2125 reporting
Anyone who's been doing their own taxes and wants a professional review
People with prior-year returns that need to be filed or amended

How It Works

Answer a few questions about your income sources and tax situation to receive a personalized quote.

Upload your tax slips and documents through our secure client portal. We'll tell you exactly what we need.

Your return is prepared, reviewed by a CPA, and filed electronically. You receive a copy for your records.

Book a discovery call to discuss your situation and how we can help.