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Personal Tax Services

Navigating personal tax obligations can be complex, but with our specialized Personal Tax Services, you're in expert hands. Our goal is to simplify the tax process for you, ensuring maximum savings and compliance every step of the way. Here's how we can assist:

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Personal Tax Compliance

Services tailored to your needs

01

Rental Property Investments

Maximize your rental income benefits through strategic tax planning and reporting. We handle all aspects of rental property tax, from deductions and allowances to optimizing your investment structure.

02

Immigration and Departure

When moving to or from Canada, understanding your tax obligations is crucial. We offer clear, practical advice for individuals on managing taxes during these transitions. We'll help you navigate residency status, tax filings, and any cross-border tax issues with ease.

03

Investments

Navigating the tax implications of your investments doesn't have to be a challenge. Whether it's stocks, bonds, cryptocurrency or mutual funds, we ensure your filings are accurate, optimized, and in full compliance, helping you make the most of your investments.

04

Estate and Succession Planning

Securing your legacy and ensuring your estate is managed according to your wishes is paramount. Our comprehensive estate planning services include tax-efficient strategies to preserve your assets for future generations, ensuring peace of mind for you and your loved ones.

What Our Clients Say

S.K. Chow

Working with Kelly on our taxes was like having a friend in the finance world. The whole process was quick, easy to understand, and tailored just for our family. It’s clear Kelly prioritizes making clients feel comfortable and well-cared for. Best decision we've made for our tax needs!
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