Services

Individual Services

Preparing personal tax returns is fundamental to our individual tax services. However, at Dickson CPAs, we understand that just preparing tax returns is not enough for our clients.

Our clients are diverse and they want customized advice to minimize and defer their personal taxes for every situation they may encounter. To accomplish this, we communicate with our clients year-round to make sure we are aware of any changes to their unique situation so that we can always provide the best advice.Our individual tax services are integrated with our trusts and estates services so that we can provide more comprehensive retirement and estate plans.

Our Approach to Personal Tax Services

Our process isn’t complicated—it’s just designed to work. Here's how we turn your vision into reality.

Learn more

Learn more

01
Getting to Know You

We take the time to understand your goals, family, finances, and tax situation to create a strategy that fits your life and long-term plans.

02
Available for Questions Year-Round

We’re available throughout the year to offer proactive, personalized tax advice and answer any questions as your circumstances evolve.

03
Offering Support When the Need Arises

We provide tax, trust, and estate planning expertise to help you protect your wealth and address your family’s goals whenever the need arises.

What filings are necessary to ensure I am compliant?

Tax compliance

- Preparation of tax returns
- Reporting of foreign assets to CRA
- GST return preparation

How can I minimize the taxes I pay?

Tax and wealth planning

- Retirement planning
- Integrate tax planning with asset protection
- Tax minimization strategies involving multiple entities

Expert Accounting Advice

Learn how our unique process can benefit you.

Contact US

Contact Us