Personal, Corporate, Estate and Trust Tax Services

Personal Tax Services – T1 – EFILE

Our Surrey office provides personal & corporate tax services for clients in Newton Surrey, Delta, Langley, White Rock & throughout the Lower Mainland.

We provide computerized tax preparation using professional preparation software enabling us to prepare returns accurately and efficiently for individuals. We prepare current and overdue returns, including the areas of:

  • Employment income
  • Commission income
  • Pension income, & pension splitting if applicable
  • Self-employed
  • Rental income
  • Capital gains & losses, investments, T3’s, T5’s, T5008’s, T5013’s
  • Preparation of the T1135 Foreign Income Verification Statement
  • Tax planning to use available deductions, and to claim available credits
  • Personal tax returns must be filed annually
  • Current and overdue returns
  • EFILE service provided

Click the link below to download a PDF Tax Organizer to help you get started on organizing your important tax documents.

CURRENT YEAR PERSONAL TAX ORGANIZER (PDF)

Corporate Tax Services – T2 – EFILE

Corporations must file a tax return every year, even if the corporation has been inactive. If you have returns that are overdue, we can prepare the late returns, and bring your corporation back in compliance with the Canada Revenue Agency.

  • Pre-incorporation planning
  • Corporate tax planning regarding the $750,000 lifetime Capital Gains Exemption
  • Holding companies
  • Section 85 transfers
  • Inactive companies
  • Analysis to reduce corporate tax payable
  • Salary vs dividend
  • Preparation of the T1135 Foreign Income Verification Statement
  • Current and overdue returns
  • If installments are required, corporations may be required to make monthly installments
  • EFILE service provided

Estate and Trust Tax Services – T3

We provide services to Estates, Trusts, and Final Income Tax Returns to comply with all levels of government.

  • We prepare T3 Estate, Trust and Final Income Tax returns
  • We prepare Clearance Certificate applications
  • Preparation of the T1135 Foreign Income Verification Statement
  • Preparation of overdue returns

Please fill in our contact form located on our contact page (click here), or call us today for a free, no obligation consultation. Proudly providing personal & corporate tax services to Newton Surrey, Delta, Langley, White Rock & throughout the Lower Mainland.

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