For Individuals07 / 10
Tax planning
Plan ahead so tax season holds fewer surprises.
We review your situation and look for ways to reduce tax through the year, from RRSP and TFSA choices to income splitting and timing.
Who it's forIndividuals
How we meetIn person, video or drop-off
What to bring4 documents
Getting startedBook online in about a minute
Is this right for you?
This service is a good fit if you are…
Anyone with a big life change
Business owners
People who owed a lot last year
Not quite what you need?
These are often booked alongside or instead. We can cover more than one in the same appointment.
Personal tax returnsAnnual T1 returns for individuals and families.
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Seniors / pensionPension income, OAS, CPP and pension splitting.
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Still unsure? Call (437) 477-7176 and we'll point you in the right direction.
What's included
What we handle for you
01
Personal tax review
02
RRSP, TFSA and FHSA strategy
03
Income splitting options
04
Business owner pay planning
How it works
Three steps from booking to done
1
Book a time
Pick a day and time, and choose to meet in person, by video call or drop-off.
2
Bring your documents
Use the 4-item checklist below. Bring what you have and we will tell you if anything is missing.
3
We take care of it
We handle your tax planning, explain the results in plain language and file everything for you.
Document checklist
What to bring
Bring what you have. We'll let you know if anything else is needed, and drop-off and video clients can send documents ahead of time.
Last two years' returns
Notices of Assessment
Pay stubs or income estimates
Investment account statements
Common questions
About tax planning
Before year-end is best, since many strategies need to be in place by December 31.
No. Families, students and retirees can all benefit from a review.
Ready to book?
We'll note Tax planning on your request. Just leave your details below.
Book an appointment
Prefer to talk? Call (437) 477-7176 or message us on WhatsApp.
Pick a time that suits you.
Leave your name, phone and email. We'll get back to you to find a time.
Confirmed within one business dayWe call or email to lock in your time.
In person, video call or drop-offChoose whatever is easiest for you.
No payment to bookChange or cancel anytime.
✓
Thank you.
We've got your request. We'll call or email within one business day to set a time that suits you.