Personal Tax Returns

Spring brings new hope and anticipation of summer ahead. Itís also the time when you are required to file your tax return. We know that for many individuals, this is has become a stressful and daunting task.

We can take care of your annual filing needs and during the process ensure that we:

  • Communicate with you as to what information is needed to prepare your return;
  • Discuss the benefits of coordinating family returns for you, your partner and your children;
  • Based on the detail you provide assess what deductions and credits apply to you;
  • Coordinate any details needed regarding your investment activity between you and your investment advisor;
  • Review options with you should there be ways for you to minimize your taxes in current and/or future tax year(s) ;
  • Electronically file your returns for you

Client Testimonials
  • " My wife and I have been dealing with Michaelís firm since we moved to Barrie eight years ago. He, his colleague Helen, and the rest of his staff have been more than helpful. Their expertise in estate, corporate, and individual financial planning, as well as keeping current with the ever-changing tax regulations pertinent to our portfolios ó both Canadian and American, have well suited our needs. We would not hesitate to recommend them enthusiastically to anyone looking for accounting, tax and/or planning related advice. "

    Larry & Janice Black

  • " As a small business owner Michaelís firm has been the perfect find for all of my accounting & tax needs, business advice and support. Mike and his team place customer satisfaction at the top of their agenda and back it up with all of the knowledge you could ever need to know for running a business. Any enquiry or concern is swiftly dealt with and the support offered is second to none. As a potential new business owner or existing company I would recommend Mike, his staff & firm as the perfect support for you - I have total confidence in them as they earn it on a daily basis. "

    Joe Floriano - Entrepreneur

  • " My husband and I were referred to Mikeís firm three years ago. They have been invaluable to us. We are a small business needed guidance on both a business and personal level. Phyllis has assisted us with bookkeeping and accounting matters for our business and she has always been there to answer any questions we have had. On a personal level Mike has given us advice on estate and tax planning. Our financial life is, to me, a complex situation but to Mike it is just another day at the office and we are blessed to be able to put our faith in his and his team's abilities. Mikeís staff have been friendly and compassionate in their dealings with us and there is always a smile is there to greet you when you walk in. You are a person to them and not a number which is refreshing in todayís world - they actually remember your name! We are looking forward to a long and happy relationship them. "

    Glen & Pam Shakell - Shakellís Wrecking Yard

  • " The feedback that Iíve received from clients who deal with Mikeís firm has been very positive - clients appreciate their down-to-earth approach. Mike manages to help them get the most out of their personal and business accounting & tax needs. "

    Keith G. Richards, CMT, CIM, FCSI

  • " I have used Mikeís firm for several years and have always found Mike and his staff (Helen and Lynda) to be knowledgeable with regard to my tax affairs. Itís important for me to feel confident when dealing with CRA Ė with Mikeís firm, their expertise, and detailed preparation, I have that confidence when my personal and business returns are filed. "

    Ed Tracy

  • " I was referred to Michael by another business owner while entrenched in a messy audit of corporate tax returns from five years previous. Michael quickly sorted out the paperwork and steered me though with a calm forthright approach and turned it into a favorable situation. I wish I had his firm to oversee my accounting in the years leading up to the audit as I may have been able to avoid a nerve wracking experience. His staff has worked with us to take advantage of unused deductions and fine tune our book keeping procedures to be more efficient which has also saved us money. They have been awesome to work with! "

    Sandy Powell - Nascent Naturals Inc.

  • " Tim and I wanted to thank you for being such a great resource to us. We feel very comfortable with your expertise & abilities - you speak to us in English, not technical jargon. It has been very easy to understand where we have been & where we are going within our taxes. You are always available to ask questions throughout the year which makes our day to day financial decisions easier. The trust that we have experienced with you and your staff resonates for me in my business and makes it easy for me to refer friends, family and clients to you. Much thanks for a job well done and a continued relationship. "

    Kris and Tim Hughston - Hughston Insurance Solutions

  • " We have been with Mikeís firm for over 20 years. He and his staff are friendly, their advice has always been timely, their service exceptional! "

    The Penner Family

  • " We have been involved in planning and developing a small subdivision for the past several years. As the work and tax implications became more demanding and complex, we realized we needed to retain an accountant to advise and keep us on track. We were referred to Michaelís firm by a business acquaintance. At the initial meeting we explained our situation and what we hoped to achieve and asked Michael for his advice on how to best accomplish same. He provided clear cut solutions for organizing our paperwork, HST advice and the best options for the timing of selling our lots to maximize our return while still following the letter of the law with regard to income tax. We continue to be impressed with the advice and recommendations provided to us. Michael is always available to meet with us for pre-tax year questions on short notice. He and his staff are helpful, well informed and respond to any questions we have in a friendly and timely manner. We definitely would not hesitate to recommend Michael for anything to do with business or personal tax returns - his advice has been invaluable. "

    Dan & Karen Henderson

  • " I first began working with Michael a few years ago as a student. Even though my taxes were not necessarily complicated then, Michael was always very patient and thorough in his approach to working with me. He always treated my needs in the same light as a professional with a more complex financial picture. This was refreshing, because as a student itís easy to be overlooked by someone dismissing the lack of financial income as someone that doesnít need help. As a professional now, I have been overjoyed at Michaelís consistency. He never had to change his tone or approach to my file because he was always treating me with the utmost care from the beginning continuing to today. He is clearly passionate about his work and I can see that in his approach to working with his clients. He works to find the best path for your own situation while ensuring you can save as much in terms of taxes as possible. I firmly place my confidence in Michael and his skills and highly encourage anyone curious about their accounting and tax needs to have a chat with Michael! "

    Matt Tribe - B.Sc, DC

  • " My husband & I have been clients of Mikeís firm for many years. We had started building a real estate investment portfolio & were referred to him by a professional at our bank. He has professionally handled the 'ins & outs' of the rental properties we have bought, managed & sold, as well as our personal taxes. More recently, we branched out into entrepreneurship when we partnered with a health & wellness network marketing company. That business quickly took off and we soon realized we needed to incorporate our operations. Mike & his staff helped us navigate the incorporation process, corporate taxes, HST & the extra bookkeeping required with ease. We are thankful for all their great service & and ongoing reliable business advice. As the shareholders of a growing global, online business, we are happy to recommend Mike & his staff to handle your accounting, tax & business advisory needs. "

    Christine & Scott Buchanan

  • " As a manufacturerís representative for various companies I have had a small business corporation for decades. I have utilized Michaelís firm for many years for both our corporate and personal filings. Mike and his staff have always provided excellent guidance and direction throughout our relationship. Their personal approach has always been one of the best attributes of the firm !! "

    Keith Sanschagrin - Keigee Sales

  • " We have been using Michaelís firm as our accountant for over 10 years and we have been very happy with their services. Mike is very knowledgeable and is always a true professional. He has provided us with great advice regarding our taxes and real estate investments and has directed us to very good people regarding financial investments. It is without hesitation that we recommend Michaelís firm to our family and friends. "

    Jason & Angela Pino