Personal Tax Preparation Services
Maximize Your Refund
Expert Tax Filing for Canadian Individuals & Families
Personal tax filing in Canada can be complex, with hundreds of deductions, credits, and tax planning opportunities that most people miss. Our certified public accountants specialize in personal income tax preparation, helping individuals and families across Alberta maximize their refunds while ensuring full CRA compliance.
Whether you're an employee with a simple T4, a contractor with self-employment income, a real estate investor with rental properties, or someone with foreign income, we handle all tax situations with expertise in identifying overlooked deductions and applying strategic tax planning.
We serve employed professionals, self-employed individuals, retirees, investors, and families throughout Edmonton, Calgary, and across Alberta, providing year-round tax advice beyond just April filing season.
Who We Help
Employed Professionals
Maximize employment deductions, RRSP contributions, and work-from-home expenses
Self-Employed & Freelancers
Track business expenses, maximize deductions, manage quarterly taxes
Start-Ups
Navigate early-stage tax planning, optimize business structure, maximize R&D credits
Real Estate Investors
Optimize rental income reporting, claim maximum property deductions
Retirees
Manage pension income, OAS/CPP optimization, senior credits
Investors
Capital gains planning, dividend income optimization, investment expense deductions
Families
Child care expenses, family credits, education deductions
New Immigrants
Canadian tax residency, foreign income reporting, treaty benefits
What's Included in Personal Tax Services
1. Complete Tax Return Preparation
- T1 General income tax return
- All federal and provincial schedules
- Accurate income reporting (T4, T4A, T5, T3, etc.)
- Deduction optimization
- Credit maximization
2. Income Types We Handle
- Employment income
- Self-employment/business income
- Investment income (interest, dividends, capital gains)
- Rental property income
- Pension income (CPP, OAS, RRIFs)
- Foreign income
- Trust distributions
3. Common Deductions & Credits We Maximize
- RRSP contributions
- Home office expenses
- Medical expenses
- Charitable donations
- Tuition and education credits
- Child care expenses
- Moving expenses
- Professional dues and union fees
- Investment carrying charges
4. Additional Services
- CRA e-filing
- Direct deposit setup
- Prior year amendments
- CRA notice response
- Tax planning consultation
- Installment payment planning
Our Process
Document Collection
Week 1: Secure online portal for document upload, checklist of required tax slips
Tax Preparation
Week 2: We review all income sources, identify eligible deductions, prepare draft return
Review & Approval
Week 2: Detailed review with client, explanation of tax position, client approval obtained
Filing & Submission
Week 3: Electronic filing to CRA, confirmation provided, Notice of Assessment follow-up
Transparent Pricing
Final price based on complexity. Free quote provided after document review.
Simple Returns
$150+
T4 only
Standard Returns
$250+
Multiple T4s, RRSP, basic deductions
Complex Returns
$450+
Self-employment, rental, investments
Premium Service
$750+
Foreign income, multiple properties, trusts
Why Choose Our Personal Tax Services
Seasoned Professionals, Not Software
Unlike tax software, our seasoned professionals identify opportunities that algorithms miss. Personal expertise matters.
Maximum Refund Guarantee
We guarantee to find every deduction and credit you're eligible for, or we'll refund our fee.
Year-Round Support
Tax planning isn't just for April. We provide ongoing advice to minimize next year's taxes.
Secure & Convenient
Upload documents securely online. Virtual consultations available. Never visit an office if you prefer.
Frequently Asked Questions
When should I file my personal taxes?
The CRA deadline for most Canadians is April 30th. Self-employed individuals have until June 15th, but any taxes owed must still be paid by April 30th to avoid interest charges.
What documents do I need to file my taxes?
Common documents include T4 (employment income), T5 (investment income), RRSP contribution receipts, medical expense receipts, donation receipts, and rental property records if applicable.
Can I claim home office expenses?
Yes, if you worked from home in 2025, you may be eligible for home office expense deductions. This applies to both employees (if required by employer) and self-employed individuals.
What if I haven't filed taxes in several years?
We specialize in catching up on unfiled returns. The CRA Voluntary Disclosure Program can help minimize penalties. Contact us for a confidential consultation.
How long does tax preparation take?
Most personal returns are completed within 5-7 business days after we receive all documents. Complex returns may take 10-14 days.
Do I need an accountant if I use tax software?
While software can handle simple returns, an experienced CPA typically finds $1,500-$3,000 more in deductions and credits than automated software, especially for self-employed individuals and investors.
Ready to Maximize Your Tax Refund?
Book a free 30-minute consultation with one of our accounting professionals. We'll review your tax situation and show you exactly how much you could save.