Individuals

Services for individuals:

• Personal income tax preparation and E-filing
• Personal income tax and financial planning
• Representation and negotiations with tax authorities
• Wealth, gift and inheritance tax planning
• Retirement planning
• Assistance with divorce/separation agreements

Estates and Trusts

• Trust tax return preparation
• Tax planning and compliance
• Planning for the orderly distribution of assets

If a professional service you require is not listed, please contact us at 613-820-0335 or [email protected]