Tax Consultation and Planning

We know there are times when taxes may get fairly complicated and this is why we provide year-round tax preparation, planning and CRA support for individuals, families, and businesses.

Tax Preparations

Our Tax Services

Personal Tax Returns

T1 returns for employees, families, seniors, students, self-employed individuals, investors, and rental-property owners.

Newcomers & Temporary Workers

If you are a new immigrant to Canada, you may be eligible to have your first Canadian tax return prepared for free. Contact us to find out if you qualify. We can help with your first Canadian tax return, residency considerations, worldwide income, foreign assets, benefits, and credits.

Business & Corporate Taxes

T2 corporate returns, business expenses, GST/HST, instalments and owner-manager tax planning.

Trust & Estate Returns

T3 returns and tax reporting support for trusts, estates, executors, and beneficiaries.

U.S. & Cross-Border Taxes

U.S. tax returns, FBAR, foreign income, foreign tax credits, and cross-border reporting.

Tax Planning & CRA Support

Tax consultations, return adjustments, CRA reviews, reassessments, objections, and authorized representation.


Do You Qualify for Free Tax-Filing Help? 

People with a modest income and a simple tax situation may qualify for a CRA-supported free tax clinic. 

Check Eligibility

¿Prefiere atención en español?

Todos nuestros servicios de preparación, planificación y consultas tributarias están disponibles en español.

Reservar una consulta en español

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Be Sure Financial Inc.

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