Service | Personal & estates
Personal tax filing for business owners and their families.
Personal tax is for the business owners we already work with. We prepare your T1 alongside the company’s books and corporate return, so salary, dividends and family income are planned as one picture.
Personal Tax FilingFor our business clients and their families
- To startA free 15-minute call
- Rated5.0 on Google
Personal tax is a service for our business clients only. We prepare T1 returns for the owners we already work with, and their families, alongside the company’s books and corporate return. We don’t take on personal-only returns.
What your engagement covers
T1 Personal Income Tax Returns
Complete preparation and electronic filing of your annual personal income tax return.
Self-Employment Income
T2125 statement of business activities, expense categorization, home office deductions, and vehicle expenses.
Rental Income Reporting
Rental income and expense reporting, CCA claims, and property disposition planning.
Capital Gains & Investments
Investment income, capital gains/losses, T3/T5 slips, and portfolio tax optimization.
Deductions & Credits
RRSP contributions, charitable donations, medical expenses, tuition, childcare, and all other eligible credits.
Prior-Year Amendments
Corrections and adjustments to previously filed returns to recover missed deductions or credits.
Who this service is for
- Owners of the incorporated businesses we look after, paid by salary, dividends or both
- Their spouses and family members, so household income is planned together
- Self-employed professionals and landlords who already work with us on the business side
- Business clients with prior-year personal returns to file or amend
In their words
One of our Google reviews, word for word.
“Walla has been very communicative, attentive and helpful with our personal and business tax. I would highly recommend Tauro Accounting.”
Getting started is straightforward
Document submission
Upload your tax slips and documents through our secure client portal. We'll tell you exactly what we need.
Preparation & filing
Your return is prepared, reviewed by a CPA, and filed electronically. You receive a copy for your records.
Talk to us about Personal Tax Filing.
A free 15-minute discovery call with Walla Assaf, CPA. A written scope and fee before any work starts.
Related services
For the owners we work with: your own return, and the family matters around it.
All 13 services
ServicePersonal & estates
Post Mortem Planning & Filing
Final returns, estate tax matters, and succession filings handled with thoroughness and sensitivity.
ServiceAccounting
End-to-End Accounting
Your entire accounting function handled, bookkeeping, payroll, financial reporting, and tax filing under one monthly plan.
ServiceAccounting
Corporate Tax Filing
CPA-prepared T2 corporate income tax returns, HST filing, and year-end slips.
Only need answers? CPA Quick Support, from $99 a month
Let us see if we are the right fit.
A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.
Or call (437) 561-6272 · Monday to Friday, 9 to 5 (Eastern)