Tax Planning and Compliance for Individuals and Small Businesses


  1. Tax planning for seniors to minimize income taxes and OAS claw back
  2. Maximizing the tax benefits available to disabled persons or their caregivers
  3. Maximizing the use of the principal residence designation for individuals who own vacation properties and farm properties
  4. Becoming a non-resident for Canadian tax purposes
  5. Tax considerations for matrimonial breakdowns
  6. Tax considerations for retirement and severance packages

A note on late returns: Tammy is experienced in the use of the voluntary disclosure provisions in order to eliminate late-filing penalties for individuals and businesses.


Specialty Practice Areas

Deceased Individuals

  1. Preparation and filing of Final T1 return, 70(2) Rights and Things return, T3 Trust, T4 returns and any other tax filing required for the estate
  2. Review prior years returns for unclaimed personal credits and requesting any tax refunds for the estate under the fairness provisions
  3. Fair market value elections for surviving spouses
  4. Obtaining final tax clearance certificate.

Estate Planning

  1. Planning for income taxes in the event of death
  2. Provide advice on the use of spousal and family trusts to minimize income taxes
  3. Provide advice on planning for charitable giving to ensure tax benefits are maximized

Estate Accounting

  1. Compilation of Estate Financial Statements for reporting to beneficiaries or the court
  2. Executor compensation, mileage allowances and related tax filings
  3. Calculation of tax estimates and interim distributions to beneficiaries

Estate Administration and Litigation Support Services

  1. Providing advice on all aspects of administration for executors and those acting on behalf of dependent adults or under a power of attorney
  2. Litigation support and investigative services for beneficiaries
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