I prepare personal and small business tax returns with the same thoroughness I bring to financial planning — finding every legitimate deduction and credit, filed accurately and on time with the CRA.
I prepare personal and small business tax returns for Edmonton and Alberta clients with the same thoroughness I bring to financial planning — looking for every legitimate deduction and credit, and making sure your return is filed accurately and on time with the CRA.
| ✓ Personal T1 Tax Returns | For individuals and couples — with full review of all credits and deductions you're entitled to claim. |
| ✓ Self-Employed & Small Business Returns | Full expense review for sole proprietors and small businesses — making sure every eligible deduction is captured. |
| ✓ Investment Income Reporting | Dividends, capital gains, foreign income, and T-slips — accurately reported and tax-optimized. |
| ✓ Rental Property Returns | Rental income and expense reporting for landlords — including CCA, interest, and all eligible property expenses. |
| ✓ CRA Correspondence & Audit Assistance | Support with CRA correspondence, review letters, and audit assistance — we communicate with CRA on your behalf. |
| ✓ Prior Year Returns & Adjustments | Late or unfiled returns, T1 adjustments, and Voluntary Disclosure Program assistance — getting you caught up with CRA. |
| ✓ Tax Planning Integration | Tax preparation integrated with your overall financial and retirement strategy — so your filing reflects your plan, not just what happened last year. |
Not sure if this applies to you? Book a free call — we'll figure it out together.
Let's Talk →Book a free 20-minute exploratory call — no pressure, no jargon, no obligation.