Service

Personal Tax

Personal tax that complements your corporate strategy, considered together, not in isolation.

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For our corporate clients, we provide personal tax services designed to complement their broader business and tax strategy. We consider your personal and corporate tax positions together to help you make informed decisions.

Our services include

  • T1 personal income tax returns
  • Tax planning for business owners
  • Owner-manager remuneration planning
  • Investment and other income reporting
  • Tax advisory and support
Benefits

What you gain with personal tax.

Personal and corporate tax, considered together

We look at your T1 alongside your corporation, so decisions on salary, dividends, and timing make sense across both.

Remuneration that fits your goals

We help structure how you pay yourself to balance tax, cash flow, and long-term planning.

All your income, handled correctly

Investment, dividend, and other income reported accurately, so your return is complete and optimized.

Advice you can act on

Beyond filing, we flag planning opportunities relevant to your personal situation.

Who it's for

Is this right for you?

We tailor personal tax to your situation. It's a strong fit if you recognise yourself below, and if you're not sure, a quick call will tell us both.

See the industries we serve
  • Owner-managers of our corporate clients
  • Business owners taking a salary and dividend mix
  • Individuals with investment or other income to report
  • Owners who want personal and corporate tax coordinated
  • People who want proactive advice, not just a filed return
How it works

What to expect when you work with us.

  1. 01

    Gather your information

    We collect your slips and details, and factor in your corporate position where relevant.

  2. 02

    Prepare & optimize

    We prepare your T1, applying the credits and strategies that fit your situation.

  3. 03

    Review together

    We walk you through your return and answer your questions before filing.

  4. 04

    File & advise

    We file on time and note planning points to consider for next year.

FAQ

Personal Tax: questions, answered.

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Ask us anything
Do you only do personal tax for business owners?

Our personal tax work is designed to complement our corporate clients' business and tax strategy, so we focus on owner-managers and their families rather than standalone personal returns.

Can you coordinate my personal and corporate taxes?

Yes, that's the point. We consider both together so decisions on salary, dividends, and timing work in your favour across the board.

When is my personal tax return due?

Personal (T1) returns are generally due April 30. Self-employed individuals have until June 15 to file, though any balance owing is still due April 30. We keep you on track.

Related services

All services
Accounting & PayrollAccurate, current financial records, from day-to-day bookkeeping to year-end reporting.Corporate TaxA proactive approach to corporate tax: compliance plus decisions that manage your position year-round.Financial Statements & AssuranceClear, credible financial information, prepared to the standard you expect from a CPA firm.

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