With the increased complexity in Canadian tax laws, it is becoming increasingly important to seek the professional services of a qualified accountant to assist in the preparation of your annual personal tax return. Most taxpayers want the peace of mind of filing their annual tax return accurately and want to stay away from the hassles of having to deal with the Canada Revenue Agency (CRA) in the event they don’t. However you also want to ensure that relevant questions are being considered to ensure you are benefiting from all the tax mechanisms that can legitimately save you tax.
At Logan Katz LLP, we have a designated team of accountants ready to work with you. Heading our personal tax practice are Gary Katz, C.A. and Jason Valente, C.A., both having completed the CICA in-depth tax course, and they are complemented by a brilliant team of accounting technicians who will ensure your returns are prepared accurately and on a timely basis.
Personal tax services require personalized service, meaning our service delivery goes beyond being there for you in April. If you require additional assistance with CRA audits, requests for information, or whether you need advice at any time in the year, we will be around to assist you. We’ll return your calls and respond to your emails...always in a courteous and timely fashion.
Logan Katz LLP ensures our staff remains current on all developments in this area by enrolling them in annual professional development courses—the last thing you need is for an important new tax issue not being factored in to your personal situation.
Over and above the standard personal tax realities, our team is ready to guide you in the following areas:
So, whether you’re an independent contractor, a professional practitioner, a commissioned employee, disabled, enrolled in post-secondary studies, involved in real estate investments, undergoing matrimonial breakdown, or in any other situation that precludes you from tackling your personal taxes on your own, Logan Katz LLP will be pleased to guide you through the process.
- optimum pension income splitting;
- real estate investments;
- cross-border transactions, in particular involving the United States;
- deceased taxpayers;
- matters concerning disability; and
- the list goes on
As CRA’s information systems become increasingly effective in monitoring taxpayers, you may find yourself in the precarious situation of having become delinquent with several tax filings. Such dealings with the CRA can be intimidating and stressful. No worries! Call us, and we’ll take over. With your assistance, we’ll help you catch up, initiate dialogue with CRA, and ensure you are well-represented with them.
United States Tax
Our tax team is well-versed in the preparation of US tax returns. Whether you are a citizen of the United States, conducting business in the US, or if you are moving to or returning from the US, you may benefit from our services. You own real estate in the US? You are a Canadian snow-bird? You could have US filing requirements even if you’re not a US citizen. Call us for more information.
Please visit the Publications Page to download relevant Checklists and Schedules for 2011
You will find that our fees will be well worth it and that they become an investment in your financial stability and well-being—our clients regularly tell us exactly this!