Personal Tax Planning

Beyond filling in all the forms and meeting important deadlines, our tax experts will provide comprehensive planning for your future tax years to ensure all credits are used or maximized. We’re also up front about who can benefit the most from our services. If you are on salary with employer-based deductions only and your affairs are very simple, there are a myriad of online programs or store front tax services that will easily meet your needs. But if you have an unusual year (with perhaps a marriage break-up or a death of a loved one) things may become more complex and require our expertise to help you through. Those who can benefit most from our services are individuals with complex tax returns, multiple investments or income streams, personal businesses, and other special financial circumstances. If you are unsure, call our office today to book an appointment for an evaluation and we’ll make sure you get the best advice at the best possible price to suit your needs.

Contact us about Personal Tax Planning today

  • (905) 721-8600
  • By Email
  • Come see us in person

Our Team

  • Stephen J. Sutherland, CPA, CA
  • Dana M. Sutherland, CPA, CA
  • Donna Carr
  • Antonella Streef
  • James Nogalo
  • Hassan Sohail
  • Ani Sohail
  • Catherine Fraresso