Annual Tax Return Preparation

We also offer personal tax preparation services, generally in March/April (the tax season). This is also a convenient opportunity to remind you of tax and retirement planning goals.

Next Steps

The tax preparation process is streamlined and can generally be accomplished in a 1 – 2-hour meeting. Bring all the required information slips with you. The return is usually completed during the meeting and filed electronically.

You will be provided with a “paper” copy of the return, and a copy is retained in our office so that we may assist in any follow-up with Canada Revenue Agency (CRA).