Call Us at 905-898-1421 or toll free at 1-855-222-4274

Individuals & Families

Our company offers a wide variety of services to individuals and their families.  Since our company is relatively small and family oriented, our clients benefit by getting personalized, quality service. 

Personal Tax Return Preparation:

From an individual with a T4, T5 and an RRSP, to commissioned sales and self-employed individuals, it is essential to know what you can deduct.  We have many years of experience preparing personal, trust and estate tax returns.  We make sure you get every deduction and credit you deserve.

Here's the 2023 Personal Tax Checklist [click here].

Personal Tax Planning:

This process helps you know in advance what your taxes should be so you can plan and budget accordingly.

Personal Budgeting:

We understand how difficult it can be to set up a reasonable family budget to follow.  We can help you with you in achieving your financial goals.

Review Wills & Insurances:

We can provide you with advice on the setting up of your wills or review your insurance to see that it meets your needs.  We are not in the business of preparing wills nor in selling insurance but should it be necessary, we do have professionals in those fields we can refer you to.

CRA Representation:

During our years of experience dealing with many tax authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various departments of the CRA, for example:  Personal Tax Returns, Assessment Notices, Re-assessments and Notices of Objection should they be required.


222 Chambers Crescent, Newmarket, ON  L3X 1T1

Phone: 905-898-1421 ~ TF (NA): 1-855-222-4274 ~ Fax: 905-898-2327


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