Personal Tax

Personal tax returns (T1), maximised and explained

For individuals, families, newcomers and the self-employed. We prepare your T1 accurately, claim every credit you’re entitled to, and explain the result in plain English.

Personal tax (T1) planning and preparation for individuals in Canada
What’s included

What your personal tax return includes

A tax return shouldn’t feel like a black box. We gather the right slips, apply the deductions and credits that actually fit your situation, and show you why your refund or balance is what it is, so you can file with confidence and repeat the story to anyone who asks.

Common accounting and tax questions answered by a2z Financial Solutions
How it works

A simple, four-step process

01

Send us your slips

Upload securely or drop them on WhatsApp, we’ll tell you exactly what’s missing.

02

We prepare and optimise

We apply every credit and deduction that fits, and flag anything worth planning around.

03

You review, we file

We walk you through the result, answer questions, then EFILE to the CRA.

04

Keep your records

You get a tidy copy and a short note on what to watch next year.

Who it’s for

You’re in the right place if…

India and Canada tax

India taxation support for Canadian residents

Use this when your Canadian return touches Indian income, property, deposits, investments or family records. We line up residency, reporting dates and documents before the return is filed.

Residency

Residency and landing date

Newcomer and part-year resident filing, including the date you became Canadian resident for tax purposes.

Reporting

Foreign income and assets

Indian rent, interest, dividends, capital gains and T1135 reporting reviewed against Canadian filing requirements.

Coordination

Records for both sides

A clear document list so Indian and Canadian tax records support the same story.

Good to know

Personal tax questions we hear a lot

Most straightforward T1 returns are a fixed, up-front fee we quote before we start, no surprises. Returns with self-employment, rental or foreign-income reporting are quoted based on complexity, always in advance.

Yes. Newcomer and part-year residency returns are a specialty. We handle your residency status, world-income reporting for the resident portion, and any credits you become eligible for.

Absolutely. Cross-border India and Canada situations are one of our core strengths. We coordinate residency, foreign-income and asset reporting so both sides line up.

We regularly file multiple back years and help you get current with the CRA calmly, and, where it applies, use the Voluntary Disclosures Program.

In their words

What clients say after the first year

They explained my options in plain English and found credits my last accountant missed.No jargon, no lectures. Just a clear picture of where I stood and what to do next. Filing has never felt this easy.

Sandeep K.

Toronto, ON · Healthcare

Fixed pricing, quick answers, and everything handled in one place.Bookkeeping, GST/HST and the corporate return all run on one schedule, so nothing gets missed between providers.

Rachel M.

Ottawa, ON · Professional services

Two years behind, and they never made it awkward.They rebuilt the books, filed the back years and got me current with the CRA without a single lecture about how late I was.

Daniel W.

Vancouver, BC · Retail

I get an actual human on the phone.One named person who knows my file. No ticket numbers, no being passed around, and always a reply inside a day.

Meera P.

Calgary, AB · Consulting

The quote at the start was the price at the end.No surprise invoices, no meter running when I ask a question. That alone was worth switching for.

Andrew T.

Halifax, NS · Trades

They talked me out of something that would have cost me money.I wanted to restructure. They showed me why it was not worth it yet. Advice you can trust is rarer than it should be.

Lily C.

Toronto, ON · E-commerce

They explained my options in plain English and found credits my last accountant missed.No jargon, no lectures. Just a clear picture of where I stood and what to do next. Filing has never felt this easy.

Sandeep K.

Toronto, ON · Healthcare

Fixed pricing, quick answers, and everything handled in one place.Bookkeeping, GST/HST and the corporate return all run on one schedule, so nothing gets missed between providers.

Rachel M.

Ottawa, ON · Professional services

Two years behind, and they never made it awkward.They rebuilt the books, filed the back years and got me current with the CRA without a single lecture about how late I was.

Daniel W.

Vancouver, BC · Retail

I get an actual human on the phone.One named person who knows my file. No ticket numbers, no being passed around, and always a reply inside a day.

Meera P.

Calgary, AB · Consulting

The quote at the start was the price at the end.No surprise invoices, no meter running when I ask a question. That alone was worth switching for.

Andrew T.

Halifax, NS · Trades

They talked me out of something that would have cost me money.I wanted to restructure. They showed me why it was not worth it yet. Advice you can trust is rarer than it should be.

Lily C.

Toronto, ON · E-commerce

Keep exploring

Related services

Corporate Tax

We prepare your T2 corporate return from clean books, claim the small-business deduction where it applies, and plan ahead so your tax bill is honest, never a shock.

Bookkeeping

Monthly or catch-up bookkeeping in QuickBooks or Xero, reconciled, categorised and reviewed, so your numbers are ready whenever you (or the CRA) need them.

GST / HST

We register you, file your returns on time, and reconcile your input tax credits, so you claim what you’re owed and never get a surprise letter from the CRA.

Industries

Who we do this for

Personal Tax looks different depending on how you earn. We tailor it to your trade, and these are the ones that ask us most often.

Checklist: Personal tax document checklist. Free to use, no email required. See all free resources, or read the FAQ.

Official references
CRA personal income tax  ·  CRA account  ·  Form T1135

Next step

Ready to sort out your personal tax?

Get a straight answer and a fixed quote before you commit.
Call us or send a WhatsApp message. We reply within one business day.

No pressure, no jargon, just a straight answer about your numbers.