Accounting & Tax Services For Canadian Individuals
Professional tax preparation and accounting services tailored to your financial situation.
Whether you have employment income, investments, cryptocurrency, precious metals, or self-employment income, we provide comprehensive tax solutions.
Our Services
Tax Preparation and Filing
We prepare and file personal income tax returns for Canadian individuals across all provinces and territories. Our services include complete T1 General returns, all required schedules, provincial tax forms, and electronic filing with the Canada Revenue Agency.
Standard Tax Returns
For individuals with employment income, RRSP contributions, basic deductions and credits, we provide thorough preparation of your annual tax return. We verify all slips including T4, T4A, T5, and T3 statements, maximize your eligible credits and deductions, and ensure accurate filing with CRA.
Self-Employment Income
If you operate a business or earn self-employment income, we prepare your T2125 Statement of Business Activities, calculate allowable business expenses, determine capital cost allowance, optimize home office deductions, and advise on quarterly tax installment requirements.
Rental Property Income
For property owners, we prepare T776 Statement of Real Estate Rentals for each property, track rental income and expenses, calculate capital cost allowance on buildings and equipment, and advise on tax implications of property improvements and renovations.
Investment Income Reporting
We handle all types of investment income including interest, dividends, capital gains and losses from stocks and bonds, mutual fund distributions, and T3 and T5008 reporting. We ensure proper classification and optimal tax treatment of your investment portfolio.
Basic Tax Return
$ 250 .00
/ return- Single employment income (T4)
- Basic deductions
- Standard credits
Standard Tax Return
$ 400 .00
/ month- Multiple T4/T5 slips
- RRSP contributions
- Investment income
- Standard deductions
Complex Tax Return
$ 750 .00
/ month- Involving self-employment
- Rental properties
- Multiple income sources
- Significant investments
Specialized Investment Reporting
Cryptocurrency Tax Services
Cryptocurrency taxation is complex and requires specialized knowledge. We provide comprehensive crypto tax services including calculation of capital gains and losses on all crypto transactions, adjusted cost base tracking for each cryptocurrency, proper reporting of mining income, staking rewards, airdrops and hard forks, DeFi protocol transactions, NFT sales, and crypto-to-crypto trades. We handle high-volume traders, multiple exchange platforms, and determine appropriate classification as business income versus capital gains.
Precious Metals Tax Services
For investors in physical gold, silver, platinum, palladium, and other precious metals, we provide specialized tax reporting. Our services include capital gains calculations on bullion sales, adjusted cost base tracking for each metal type, proper classification of investment bullion versus collectible coins, reporting of precious metal ETF distributions, treatment of storage and insurance costs, and guidance on numismatic collections and rare coins.
Foreign Asset Reporting (T1135)
If your foreign assets exceed $100,000 Canadian dollars at any time during the year, you must file Form T1135. We prepare this mandatory form for cryptocurrency held on foreign exchanges, precious metals stored outside Canada, foreign investment accounts, and all other specified foreign property. We use both simplified and detailed reporting methods as required.
Cryptocurrency Reporting
This is additional to the tax return services.
- Low Volume - Under 50 transactions +$300
- Medium Volume - 50-200 transactions +$600
- High Volume - 200+ transactions +$600 - 2,000+
- Crypto Trader - Business income classification +$1,500 - 3,500+
Precious Metals Reporting
This is additional to the tax return services.
- Simple - Few transactions, clear documentation +$250
- Moderate - Multiple metals, various dealers +$550
- Complex - Numismatic collections, foreign storage, high volume +$550 - 2,000+
- Metal Dealer - Business income classification +$1,500 - 3,500+
Tax Compliance and Support
Prior Year Tax Returns
We prepare and file previous years' tax returns if you have unfiled returns. We work with CRA to resolve outstanding filing obligations and calculate interest and penalties accurately.
Tax Return Amendments
If you need to correct a previously filed return, we prepare T1 Adjustment requests for any tax year, address reassessments from CRA, and recover missed deductions and credits.
CRA Audit and Review Support
If you receive correspondence from the Canada Revenue Agency, we provide representation and communication with CRA on your behalf, documentation gathering and submission, response to review letters and audit requests, and resolution of tax disputes.
Tax Planning Services
We offer strategic tax planning to minimize your tax liability including RRSP contribution optimization, income splitting strategies, pension income splitting for couples, timing of capital gains and losses, and year-end tax planning advice.
Additional Services
- T1135 Foreign Asset Reporting +$350
- Self-Employment Income (T2125) +$500
- Rental Property Income (T776) +$300 per property
- Additional Rental Properties +$200 each
- Capital Gains Schedule 3 +$250
CRA Support Services
- CRA Correspondence Response +$250 per letter
- CRA Audit or Review Support +$200 per hour
Tax Planning and Consultation
- Tax Planning Consultation +$300 per hour
- Annual Tax Planning Retainer +$1500 per year
Why Choose Us
Specialized Expertise
In-depth knowledge of cryptocurrency taxation, precious metals reporting, alternative investment tax treatment, and complex capital gains calculations.
Thorough and Accurate
Detailed review of all returns, maximize your eligible deductions and credits, and ensure compliance with all CRA requirements.
Proactive Communication
We keep you informed throughout the process, respond promptly to questions, and provide clear explanations in plain language.
Secure and Confidential
All client information is protected with encrypted document transfer, secure cloud storage, and strict confidentiality protocols.
Technology Platform
Track your return status in real-time through our secure client portal with 24/7 access to documents and communications.
Year-Round Support
Available beyond tax season for tax planning advice, CRA correspondence assistance, and questions about your tax situation.
Our Process
Free Consultation (15-30 minutes)
What happens:
We begin with a free initial consultation to understand your tax situation, identify required documentation, and provide a clear fee quote with no hidden costs.
Project Platform Setup (1-2 days)
What happens:
We set your tax filing project for you to track return status in real-time through our secure client portal with 24/7 access to documents and communications.
Document Gathering (1-2 weeks)
What happens:
We provide you with a comprehensive checklist of required documents, secure document upload portal, and guidance on obtaining missing information from CRA My Account.
Preparation and Review (3-5 days)
What happens:
Our team prepares your return with attention to detail and accuracy. We conduct thorough review and quality control, verify all calculations and eligibility for credits, and identify tax-saving opportunities specific to your situation.
Client Approval (1-2 days)
What happens:
Before filing, we provide you with a complete summary of your tax return, explanation of refund or balance owing, review meeting to address any questions, and opportunity to review all forms and schedules.
Filling and Follow up (1-2 days)
What happens:
We electronically file your return with CRA, provide you with confirmation numbers and copies of all documents.
Post-Filling Support (Ongoing)
What happens:
We monitor for your Notice of Assessment, and address any CRA correspondence or reassessments.
Frequently Asked Questions
The deadline for most individuals is April 30. Self-employed individuals have until June 15 to file, though any taxes owing are still due April 30.
Cryptocurrency is treated as property by CRA. Sales, trades, and certain other transactions trigger capital gains or losses (unless they are considered as business income or loss) that must be reported. We calculate your adjusted cost base and prepare all required reporting.
Yes, we regularly help clients who have unfiled returns going back several years. We work with CRA to resolve your filing obligations and minimize penalties where possible.
We provide full support if you receive a CRA review or audit request. We communicate with CRA on your behalf, gather required documentation, and work toward resolution. Additional cost may apply.
Fees depend on the complexity of your situation. We provide a clear written quote before beginning work.
Canada Revenue Agency (CRA) Links
Main CRA Resources:
- CRA Home Page: https://www.canada.ca/en/revenue-agency.html
- CRA My Account: https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/account-individuals.html
- Tax Filing Deadlines: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/important-dates-individuals.html
- Notice of Assessment: https://www.canada.ca/en/revenue-agency/services/about-canada-revenue-agency-cra/individual-income-tax-return-statistics.html
Tax Planning Resources
- Tax Planning: https://www.canada.ca/en/services/taxes/income-tax/personal-income-tax/planning-taxes.html
- Pension Income Splitting: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/pension-income-splitting.html
- Tax Instalments: https://www.canada.ca/en/revenue-agency/services/payments-cra/individual-payments/income-tax-instalments.html
Help and Support
- Contact CRA: https://www.canada.ca/en/revenue-agency/corporate/contact-information.html
- Request a Service: https://www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.html
- Taxpayer Rights: https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4417.html
- CRA Phone Numbers: https://www.canada.ca/en/revenue-agency/corporate/contact-information/telephone-numbers.html
Financial Consumer Agency of Canada
- Tax Tips: https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit/taxes.html
- Financial Planning Tools: https://www.canada.ca/en/services/finance/tools.html
Professional Organizations
- CPA Canada: https://www.cpacanada.ca/
- CPA Provincial Bodies (vary by province)