Suite 302 - 720 Guelph Line, Burlington, ON  L7R 4E2

Personal Income Tax

To explore the benefits of our services, please contact our office

Personal Income Tax

With years of tax return preparation experience, we welcome the opportunity to assist you with the preparation of your Personal (T1) and Trust (T3) returns. With professional advice, we ensure you pay the minimum amount of tax. The preparation of your return will yield advice on deductions that are appropriate to your personal circumstances, so you can minimize future taxes.

We have an easy process to complete your tax return:

  1. Book an appointment with us, either in our office or virtually
  2. Submit your information by:
  3. Review your return with us
  4. Sign the return and we file it for you

We have expertise in the following areas of personal taxation

  • T1 Personal and T3 Trust returns
  • Capital Gains Tax
  • Goods and Services Tax
  • Investment Property Tax
  • Effective Tax Planning & Structuring
  • Sole proprietor tax filing
  • Back years tax returns

We prepare all kinds of tax returns from the simplest to the very complex. We like to educate our clients on their compliance requirements and offer smart tax solutions. 

Most importantly, we’re easy to work with and love bringing new clients and their families into a long-term, trusted relationship.

Serving Personal Tax Clients

for Over 25 Years


How Income Tax Works

You pay federal and provincial tax on the income you earn. You are required to report your total income to the Canada Revenue Agency (CRA) when you file your tax return. The tax you pay is based on your taxable income. The rate of tax increases as your taxable income increases and exceeds certain amounts, called tax brackets. You can reduce your taxable income and the taxes you pay by taking advantage of deductions and credits.
Deductions & Credits
Deductions & Credits
Tax deduction – reduces your total income
Tax credit –is a specific amount of money that is deducted from the amount of tax you owe
Take Action
Take Action
Tax credits and deductions lower the amount of tax you have to pay. We ensure that you claim all the credits and deductions you’re entitled to.