The services of a Chartered Professional Accountant aren't just for businesses. They are also good for improving the state of your personal finances. At Activ accounting and tax services, you will find an advisor to answer your financial questions, establish unparalleled planning for your financial projects and obtain added value through advice according to all your tax particularities.

Accounting services offered to individuals

Tax return

By filing your annual tax return, it will be reassuring to be sure of benefiting from all the tax deductions and all the tax credits to which you are entitled. Tax legislation is constantly changing, so it's easy to get lost and overlook details that could impact your tax refund. Our professionals will perform a detailed analysis of your situation. You will benefit from added value by advice to limit your personal tax, and you will have the assurance that your declaration meets the requirements in terms of tax compliance. The competence and reliability of our Activ accounting and tax services advisors will give you the peace of mind you deserve.

Tax planning

At Activ accounting and tax services, we recognize that each client is unique, with particularities, background and objectives of their own. This aspect motivates us to advise you in planning your future projects and to anticipate the favorable and unfavorable tax consequences of the financial transactions you plan to carry out. Benefiting from the informed advice of a chartered professional accountant is an invaluable added value to the success of your projects and the health of your future finances.

Death of a loved one

The loss of a loved one is always very difficult to live with. It is important to be aware of the procedure to follow for the preparation of tax returns in such a case. Do not entrust your file to the first comer. This could result in serious complications that would be very difficult to correct later. Moreover, the responsibility of the heirs is directly linked to the taxes of the deceased. You must file the declaration of a deceased person within six (6) months following their death or on April 30 of the following year, whichever is later. Come meet one of our specialists and he will be happy to guide you in order to avoid unpleasant surprises. We also offer the following services in the event of death:Preparation of the federal clearance certificatePreparation of the provincial clearance certificatePreparation of T3 and Relevé 16 slips for heirsPreparation of T3 and Relevé 16 summaries for the governmentCreation of a trust (if necessary only)

Voluntary disclosure

By simple oversight or for personal reasons, you may have omitted to declare certain income to the tax authorities in the past. Does this situation seem like a real headache to you? At Activ accounting and tax services, we understand how you feel. Our know-how can lead you to regularize your tax situation by avoiding having to reimburse interest and penalties resulting from a subsequent audit by the tax authorities. Get ahead, while getting rid of your tax worries. You can rely on our advisors who will help you see things more clearly

Tax audit

No one is immune to a tax audit. Even if you believe that all of your previous statements were made in good standing, they may be combed through and reveal flaws. This tax audit can be a source of stress and anxiety for you. The professionals at Activ accounting and tax services understand the issues you face and offer you specific assistance to better understand the risks of such an audit. They will accompany you during your negotiation with the tax authorities and can help you find the best solution for you. Throughout the process, our chartered professional accountants will listen to your needs and analyze your situation objectively and professionally.

Acquisition of real estate in the United States by a Canadian resident

Do you have a project to acquire real estate in the United States? It is important to be aware of the tax impacts. Activ advisors will guide you through the process.

Canadian and US tax aspects related to the acquisition, holding and disposition of real property in the United States by a resident of Canada.

  • -Type of ownership
    • -Use of a trust
    • -Use of a “partnership”
    • -Use of a corporation
    • -Direct ownership by an individual
    • -Joint ownership by individuals
  • -Impact on death
      • -US Estate Law
      • -Probate of will
  • -Other aspects to consider
    • -Capital gain
    • -Rental income
    • -Mandate in case of incapacity
    • < li>-Life Insurance

    • -Non-recourse Mortgage

Are you looking for specific information or accounting advice?

Contact us today and one of our specialists will get back to you shortly.