Personal Return
Filings & Planning
Personal Tax Filing and Customized Tax Planning Solutions
We provide comprehensive personal tax filing and planning services to help individuals maximize their tax savings while ensuring full compliance with Canadian tax laws. Our experienced team offers personalized strategies that align with your financial goals, optimizing deductions, credits, and tax-efficient investment options. From preparing accurate tax returns to providing proactive year-round tax planning, we take the stress out of tax season and help you make informed financial decisions that minimize liabilities and enhance long-term financial security.
T1 Tax Preparation
At our firm, our personal tax filing services are designed to simplify the tax process for individuals, ensuring accuracy and compliance with Canadian tax laws. We handle every aspect of tax preparation, from gathering and organizing your financial information to accurately completing and filing your tax return. Our team works diligently to identify eligible deductions and credits, helping you minimize your tax liability and maximize your refund.
Key Features of Our Personal Tax Filing Services:
Accurate and Timely Filing
We ensure that your tax returns are prepared and filed on time, avoiding penalties and interest charges. Our process guarantees accuracy, ensuring that all applicable income sources, deductions, and credits are properly reported.
Maximizing Deductions and Credits
Our experienced team thoroughly reviews your financial situation to ensure you take full advantage of tax deductions, such as RRSP contributions, charitable donations, and medical expenses, as well as credits like the Canada Child Benefit and Home Buyers' Amount.
Complex Tax Situations
We specialize in managing complex personal tax situations, such as rental income, investment income, capital gains, and tax implications for self-employed individuals or those with multiple income sources.
Year-Round Support
In addition to preparing your tax return, we offer year-round support to address any tax-related questions and help you stay on top of any tax planning opportunities.
If you'd like more information about our individual tax preparation services, please call us at 905-474-0303 or email us for more information.
personal tax planning
At our firm, our personal tax planning services are designed to help individuals minimize their tax liabilities while maximizing savings and compliance with Canadian tax laws. We take a personalized approach, carefully reviewing your financial situation to develop tailored strategies that align with your short-term and long-term financial goals.
Key Services We Offer:
Tax Optimization Strategies
We provide advice on income splitting, tax credits, and deductions to reduce your overall tax burden. Whether you're saving for retirement, managing investments, or planning for major life events, we create tax-efficient strategies that help you retain more of your income.
Retirement and Estate Planning
Our team helps you develop tax-efficient retirement plans through RRSPs, TFSAs, and other investment vehicles. We also ensure your estate planning is structured to minimize taxes on the transfer of assets to your heirs.
Capital Gains and Investment Planning
We assist with planning around the sale of assets, investments, or businesses, offering guidance on how to defer or reduce capital gains tax while ensuring compliance.
Year-Round Tax Planning
Beyond annual tax filings, we provide year-round planning to anticipate tax implications for various financial decisions, allowing you to stay ahead of potential liabilities and optimize your tax position.
With M Bloomberg Professional Corporation, you can trust that your personal tax planning will be handled with expertise and attention to detail, ensuring you achieve the best possible outcomes while maintaining compliance with tax laws.
If you'd like more information about our individual tax planning services, please call us at 905-474-0303 or email us for more information on personal tax planning