Personal
Call Today: 403.274.8814
or 1.877.774.8814
We provide accounting services to suit the individual needs of each client. The following is a list of some of the personal tax services we offer our clients.

Please review the following information for further details on each of the above services.

Tax Preparation

Tax preparation is the preparation of personal tax returns as required by CRA (Canadian Revenue Agency), prepared by accountants whose expertise focuses on
personal tax issues. E-file and personal audit services are available.

Financial Planning

We work hand in hand with Certified Financial Planners (CFP) to provide a high level, detailed financial plan based on our clients needs.

RRSP Re-structuring

This service is a function of the financial planning where we assist our clients with the transition between financial institutions and their personal goals.

Estate Planning & Taxation Requirements

During this process, we work in conjunction with a detailed financial plan that incorporates our relationships with financial institutions, CFPs, and the very best tax lawyers.

Net-Worth/Adoption Reports

Due to high levels of financing, many financial institutions require independent net worth reports on each individual. Our office works in conjunction with our clients and these institutions
to provide the best report possible.

Marital Valuation

In situations of marital breakdown, a valuation of assets is often required.