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“In this world nothing can be said to be certain, except death and taxes.”

–Benjamin Franklin

Sad, but true. Unfortunately, taxes are something we all have to deal with. Every year! But it doesn’t have to be stressful.

Sure, sometimes there are many complexities involved, but with enough knowledge you can plan for and prepare your taxes and make sure you’re taking advantage of all your possible tax minimization strategies and deductions.

If you’re a business owner, it’s very important that your recordkeeping is top notch. If your bookkeeping isn’t up to date or accurate, you’ll likely end up paying more tax than necessary. A good set of books can also assist with your tax planning. Our bookkeeping services can take a load off your mind and also minimize your taxes.

Our Tax Preparation & Filing Services

Take some time to read the pages in our tax section that apply to your situation so you can better understand the issues involved.

Canadian Personal Tax

Personal income tax preparation can seem easy, but there are some deductions you may not be aware of, like:

  • Home office expenses
  • Dues and memberships
  • Business investment losses
  • Carrying charges and interest expenses
  • And more

It’s even more complex if you’re self-employed.

Business income or professional income from self employment or your share of a partnership is reported on your T1 income tax return along with any employment or investment income you may have.

“What a great experience. Have been using online tools and this was 100x simpler than anything I had experienced tax wise. Not only was it quick and easy (a few emails back and forth, sign a couple forms) but my refund was 16% more than I had been quoted by one of those online tools. Why take chances with your personal finances when you can use the best?”
— Will S.

Canadian Corporate Tax

If you’re like most small business owners, you’re probably pretty confused about all the rules and regulations involved in determining your taxes and filing your corporate tax return. There are numerous decisions to be made throughout the year that will determine how much tax your corporation is obligated to pay.

Visit our corporate tax returns page to learn about:

  • Federal and provincial corporate tax rates
  • Requirements for filing and paying corporate taxes
  • Some common small business owner questions
“Asif was great. He is very knowledgeable and took the time to be thorough. He was able to handle all of our business needs from U.S. to CDN taxes. Platinum’s online capabilities make it a no brainer; too easy to have them do all of our filing, etc.”
— Matt Anderson

U.S. Non-Resident Tax

Have you received any payments from U.S. sources, either personal or business? As a U.S. non-resident, you likely have to file a U.S. non-resident tax return as well as your Canadian tax return.

See our U.S. non-resident tax return page to learn about:

  • Definition of a U.S. non-resident alien
  • Situations requiring Canadians to file a U.S. tax return
  • Claiming a refund or benefit
  • Obtaining an Individual Taxpayer Identification Number
  • U.S. tax return filing dates
“Asif was an absolute professional. It was our first time filing a U.S. tax return due to a property sale there. Essentially, he provided us with a seamless turnkey service in a timely manner, clearing all the so-called debris off the track. We would definitely recommend him and his firm for any cross-border tax advice and filing.”
— Brad Whyte

U.S. Expat Tax

If you’re a U.S. citizen or a holder of a Permanent Resident Card (Green Card), but living and working in Canada as a U.S. expat, you are still required to file annual U.S. tax returns and include your worldwide income.

And you also have to file annual Canadian tax returns as long as you’re a resident here.

Learn all about our expat tax services:

  • Due dates for filing your taxes
  • Expat tax exclusions/deductions
  • Foreign tax credits for U.S. expats
  • Foreign Bank and Financial Accounts Reporting (FBAR)
  • The Foreign Account Tax Compliance Act (FATCA)
“Asif knows his stuff! The U.S. has a lot quirks and he can navigate it all. A lot of it off the top of his head too. Really slick operation with his online capabilities. He's definitely going to be the U.S. guy for my clients.”
— Stanley Kunnathu

Taxes don’t have to be complicated.

Yes, nothing can be said to be certain, except that we’ll look after all your tax needs, expertly, efficiently, and professionally.

Relax, We’ve Got Your Taxes Covered!

Our tax services are virtual so you don’t have to take the time for a personal visit. We have intake forms for different situations that allow us to learn everything we need to know to prepare your tax returns accurately, and ensure your taxes are minimized.

You can fill and submit the appropriate form, along with all your other documents, in our secure client portal. It’s important that we understand your situation and any changes in your situation from the past year.

If you have a complex tax situation and would like to discuss it, we can meet in person, or virtually over Zoom or Teams.

Contact us today so you can start to breathe easy.