Personal tax returns and advice

Who it is for

Individuals and families, business owners who want their personal and corporate tax considered together, and non-residents who rent out or sell property in Canada.

How we help

Personal tax rules are always evolving. We prepare your returns accurately, explain what they mean for you, and help you plan for the year ahead. If the CRA contacts you, we can deal with them on your behalf.

Our personal tax services include

• Personal income tax returns (T1)
• Non-resident section 216 returns, for non-residents who earn rental income from Canadian property
• Requests for a compliance certificate when a non-resident sells Canadian property (T2062)
• Estimating your Canadian tax liabilities
• Correspondence and negotiations with the CRA about reviews, audits, disputes and objections

Plain-language guide

Section 216 return

A separate return that lets a non-resident report Canadian rental income and pay tax on the net amount, rather than leaving withholding tax on the gross rent as the final tax.

T2062 compliance certificate

When a non-resident sells certain Canadian property, the CRA must be notified. The certificate confirms the tax on the sale has been paid or secured.

What to do next

Send us a short note or call the office nearest you. Settling the affairs of someone who has passed away? Our trusts and estates team prepares final returns and estate returns. Existing clients can share documents through the secure Client Portal.