Individual Tax:

At Expert Fiscaliste let us prepare your tax returns for you. Our tax experts help you get every tax refund you deserve because we know how hard you work. This means that we work for you to make sure you get all the deductions and tax credits you are entitled to and offer you year-round tax advice. Rapidity changing and increasingly complex tax legislation means that experienced personal tax return preparation is essential for all individuals.

Expert Fiscaliste will support you throughout the year as your authorized representative if you are audited or asked questions by government authorities or interested in tax planning. If you would like to know what’s new for individuals.

Our Guarantee:

At Expert Fiscaliste, we treat our clients with courtesy and integrity. We guarantee efficient, honest tax service that achieves remarkable results. Our years of experience and notable expertise ensure that your tax preparation is in good hands. We guarantee our tax preparation services, and if we make a mistake we will correct it at no cost to you!

Authorized Representative:

Call Expert Fiscaliste to become your authorized Representative Expert Fiscaliste can become your Authorized Representative with Revenue Canada Agency and Revenu Quebec which greatly improves the tax preparation process. We will prepare these forms for you.

Our approach:

personal tax preparation — Call 514-954-9031

Expert Fiscaliste Individual Tax Compliance services includes senior tax professional using the most advanced professional tax preparation software available, and year-round support to manage the overall tax process. This provides clients with the most sophisticated T1 and TP1 optimizations available, such as capital loss carry-forwards and pension income-splitting scenarios. We can identify problems such as missing data.

Our Process:

Our tax return process is simple but effective starting with being your authorized representative . Secondly providing clients with downloadable 2023 Individual Tax Return Checklist tool to assist in identifying information required for the tax return. Thirdly, take a look at our Individual Tax Calendar so that you know important dates and deadlines.

For information on our simple three step process to prepare your tax returns download 2023 Let us Prepare your Tax Returns.

Advanced Technology

Best in class tax software CCH Taxprep to maximize results
Advanced portal to share securely information.
Direct CRA Online access via Authorized Representative
Electronic EFILE transmission of your returns, authorizations, and certificates

Advanced Tax optimizations for better results

We will provide clients with the most sophisticated T1 and TP1 optimizations/scenarios available, including but not limited to the following optimizations:

Losses carried back or forward
Pension income-splitting scenarios.
We can analyze “what-if” scenarios
Optimizations of tax credits available to you and for your RRSP
Dividend tax credits between spouses

Advanced Tax Reporting for better information

All Client’s have the choice of their files being prepared in either English or French. We support a paperless environment, and provide a clients a with PDF copies of tax information/returns and provide different versions for government or clients files. In addition, we provide additional reporting but not limited to:

T1135 – Foreign Income Verification Statement
Express Notice of Assessment (NOA)
Calculate your federal, provincial and family marginal rates for four types of income
Specialty returns to help you meet your needs with special or unique tax situations
Comparative 2 and 5 year summaries
5 year comparative summaries for each income statement
Carry-forward summaries