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We help individuals including tax residents and non-residents prepare and file annual tax returns. With open conversations walking through with clients, we help clients have tax plan and report appropriately. 


Yearly, we are accumulating our experiences with clients from a variety of scenarios. 

  • newcomers
  • tax residents with rental income
  • tax residents with real estate properties disposed
  • self-employees
  • tax payers leaving Canada
  • non-residents with Canadian resource income
  • Foreign assets reporting
  • Foreign enterprise reporting
  • Others

We send our clients reminder for annual tax reporting timeline and checklist. We are connected during the year if any questions arise.








The new Canadian Standard on Related Services (CSRS) 4200, Compilation Engagements replaces Section 9200, compilation engagements and Assurance and Related Services Guideline AuG-5, Compilation Engagements - Financial Statement Disclosures. CSRS4200 is effective for compiled financial information for periods ending on or after December 14, 2021.

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Basis of Accounting


A note describing the basis of accounting applied is required to improve the understandability of financial information. Management is required to obtain third party approval of the expected basis of accounting.

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