Owner-manager returns
Salary, dividends and shareholder loans handled consistently with what the corporation filed, so the two do not contradict each other.
Personal tax
Personal tax preparation and filing in Calgary
T1 returns for owners, their families and their employees — planned alongside the corporation rather than in isolation.
Rental and investment income
Rental properties, capital gains, dividends and interest, with the cost base tracked year to year instead of rebuilt each spring.
Self-employment
Business and professional income, home office, vehicle, and the record-keeping you need to hold up if the claim is reviewed.
Families and employees
Spousal and dependant credits, tuition transfers, and returns for the employees of businesses we already look after.
If CRA asks afterwards
We are the representative on record, so a post-assessing review letter comes to us and is answered with the documents attached.
Common questions
When is my personal return due?
30 April. If you or your spouse had self-employment income the filing deadline moves to 15 June, but any balance owing was still due 30 April.
Do you handle prior years?
Yes. Late and unfiled returns are common and usually less painful than people expect. Where penalties or interest are involved, a taxpayer relief request may be worth making at the same time.
Talk to us before you commit to anything
Thirty minutes, no charge, and a straight answer on whether we're the right fit — including when we're not. You'll have the scope and the fee in writing before any work starts.