Personal Tax Services
Personal tax services go beyond helping you file your income tax. At CJW, we implement tax planning strategies to help you minimize your tax liabilities and defer taxes. Taking into account the complete picture of your financial status and goals, we develop customized strategies to maintain your wealth and the value of your estate.
Tax planning is an essential part of any financial planning process, but with rapidly changing tax legislation, it can be a challenge to keep yourself up to date. With the help of our experienced tax professionals, you can be sure to get the most out of tax saving opportunities.
We offer a full range of personal tax services, including:
- Federal and provincial income tax assistance
- Sole proprietor HST returns
- Personal tax compliance
- Retirement planning
- Estate and business succession planning
- Gift tax and charitable giving planning
- Tax planning for intergenerational transfers of wealth