Taxlink CPA
Personal Tax Services
We can assist you with the complexities of your personal financial situation to help you save on taxes, capitalize on tax planning, plan for major events and address matters with agencies like the CRA.
Succession planning
Financial planning
Wealth planning
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Trust and Estate Tax
Estate planning, including “estate freezes”, to ensure that the impact of taxation on asset transfers is minimized
Family budgeting and planning in order to help meet future financial goals
Co-ordinating with other professionals to ensure that your specific needs are met
Resolving estate beneficiary disputes
Financial and tax planning
Business succession planning
Wills and power of attorney
Advise on the use of trusts, including family, alter ego, and spousal trusts
Mitigation of double taxation exposure through post-mortem planning
Preparing financial statements for estates and trusts
Advise on charitable giving, including the use of private foundations
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Canadian Personal Tax
Canadian (T1) personal income tax return preparation
Canada Revenue Agency inquiries and audit support
Voluntary Disclosure Program/Taxpayer Relief request assistance
Determining residence for income tax purposes
Estate planning and dealing with the death of a taxpayer
Purchase and sale of businesses
Rental property income and expenses
Employment income and other sources of income such as pensions and foreign income
Business income (self-employed, partnership
Investment and partnership income