Tax legislation is constantly changing and adding a great deal of complexity to tax preparation. We find that many clients look to the services of a professional tax accountant because they lack the knowledge, the desire or just don’t have the time to deal with tax preparation and filing obligations every year.

When you find yourself outside of your comfort zone, these are some examples of why individuals require a need for professional tax return preparation services:

• Family members leave you a large sum of money or assets
• Stock options or other form of profit sharing from your employer
• Your employment allows you to claim auto and other employment expenses
• Changing your employer; Transferring to a different location with same employer
• Changing from an employee to an independent contractor
• Going into business for yourself (proprietorship)
• Going into business with a partner (partnership)
• Purchasing your first home or a rental property
• Adding complex or many different investments to your new or existing portfolio
• Purchasing foreign property or investments
• Responsible for someone else’s tax preparation or filing (family member, trustee or executor)
• Moving Abroad to work or live
• Moving to Canada to start a new job
• Changing legal form of business ownership (proprietorship to corporation)
• Marriage, children, separation or divorce
• Death of a family member
• Your first job out of school
• Pension Income (Conversion to RRIF and Income Splitting)

There may not be one particular issue that would lead you to use a professional tax preparation service. Maybe the annual job of preparing your tax return has finally become too complex, onerous, & time-consuming. If, you are no longer confident that you are getting the full benefit of every deduction and credit to which you are entitled or you do not wish costly fines and penalties by attempting it yourself. We can assist with the following types of tax preparation and returns: