Personal / self-employed Accounting and Tax

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Personal accounting & tax (T1)

What it covers

  • T1 returns for employed & self-employed individuals.

  • Income from employment, self-employment, rental, investments.

  • Credits, deductions, and optimization (RRSP/TFSA planning touchpoints).


    Ideal for
    Owners, contractors, and professionals wanting a smooth, accurate filing.

Personal tax planning

What it covers

  • RRSP/TFSA optimization and contribution timing.

  • Family tax opportunities (spousal considerations, eligible credits/deductions).

  • Capital gains planning and loss-harvesting where appropriate.

  • Owner-manager coordination (aligning personal returns with your corporation’s year-end, dividends vs. salary discussions).

  • Withholding/installment planning to avoid surprises at tax time.


    Outcome
    Actionable plan to lower tax burden while being in compliance with the tax law.

CRA inquiries & audit support

What it covers

  • Represent you in CRA correspondence and reviews.

  • Assemble supporting documents and responses.

  • Advice on next steps and remediation, if needed.


    Outcome
    Calm, organized handling of CRA requests.