🗂️ Tax Return Preparation

We provide tax return services for individuals, corporations, trusts, estates, and partnerships, with an approach focused on precision, efficiency, and the specific tax considerations of each mandate.

Our objective is to ensure compliance with federal and Québec tax obligations while taking into account relevant tax planning considerations and optimization opportunities, whether the situation is straightforward or involves more complex tax issues.

How We Assist

• Preparation and filing of individual income tax returns (T1 / TP-1), including both routine situations and more complex profiles involving self-employment income, shareholder issues, investment income, rental properties, capital gains, foreign assets, and foreign business interest.
• Preparation and filing of final return on death and assistance with certain tax issues arising in the context of death.
• Preparation and filing of certain estate and trust returns where the circumstances require a tax return to be filed.
• Preparation and filing of corporate income tax returns (T2 / CO-17) for corporations carrying on activities in Canada or abroad.
• Preparation and filing of T3 trust returns and Québec trust income tax returns (TP-646-V)
• Preparation and filing of partnership information returns and related slips, including the T5013 (federal), TP-600 (Québec), and RL-15 slips where applicable
• Coordination of federal and Québec tax compliance obligations
• Analysis of specific tax issues, including certain international and cross-border aspects where relevant
• Assistance with tax compliance matters, including overdue filings, correction of omissions, and support in dealings with the Canada Revenue Agency and l’Agence de Revenu Québec
• Assistance with voluntary disclosure matters
• Assistance with certain real estate tax matters, including rental income, property dispositions, and capital gains
• Assistance with certain tax certificates and related administrative procedures, depending on the nature of the file

Areas of Service

• Individual tax returns (T1 / TP-1)
• Terminal returns on death
• Corporate tax returns (T2 / CO-17)
• Trust returns (T3 / TP-646-V)
• Partnership information returns (T5013 / TP-600 / RL-15)
• Estates and trusts
• Tax compliance matters
• Voluntary disclosures
• Real estate taxation
• Federal and Québec tax coordination
• Crypto-asset taxation