Tax
Personal Tax
Personal returns prepared with attention to the business, property and family circumstances behind them.
Overview
What this service involves.
Personal tax filings are often connected to a business, a rental property, an investment portfolio or a family transition. We prepare returns with that wider picture in view and raise matters worth discussing before the next year begins.
When it may be useful
- Income sources have changed, or a business or property has been acquired or sold.
- Several family members have returns that interact with one another.
- A prior filing requires review, adjustment or follow-up with tax authorities.
Preparation
Information you may need to provide.
Nothing needs to be complete before we speak. Where records are incomplete, bringing them current is treated as its own piece of work.
- 01Information slips and receipts for the tax year
- 02Prior-year return and notice of assessment
- 03Records for self-employment, rental or investment activity
- 04Details of significant changes in the year, such as a sale, move or change in family status
Confidential documents should not be sent through the website contact form or ordinary email. We will confirm how to transmit them securely.
Connected services
How this work connects to the rest.
Corporate Tax
Corporate tax compliance and planning handled alongside your reporting, so filings and decisions stay connected.
Succession and Estate Planning
Long-term planning for the transition of a business or the affairs of a family, coordinated with legal advisers.
Questions
Before you get in touch.
Scope is confirmed in writing before work begins, based on the reporting obligations that apply, what records already exist, and the decisions the organization is facing.
Yes, and they often are. Reporting, tax and advisory work draw on the same records and the same understanding of the organization, which is why they are coordinated rather than treated separately.
That depends on who relies on the financial statements and what your governing documents, funders or lenders require. It is one of the first things we review together.
Fee arrangements are discussed as part of confirming the engagement, once the scope of work is understood. Pricing is not published on this website.
Insights
Related reading.
No articles relating to this service have been published yet.
The scope of each return, including any review of prior years, is confirmed during the initial discussion.
Information provided through this website is general in nature and should not be considered accounting, tax, legal or financial advice. Professional advice should be obtained for your specific circumstances.
Contact
Start with a confidential conversation.
Tell us what you are working through, even if every detail has not yet been defined. Our team can help determine whether our services align with your needs.