Personal Tax Services
Tax Planning and Guidance for Individuals
Personal Tax Filing
Whether you’re salaried, self-employed, or earn income from rental properties, taxpayers in Canada are required to file income taxes by April 30 of each year (June 15 for self-employed individuals). No matter how simple or complex your particular tax situation is, KV & Associates is ready to handle it. We also help you with unfiled prior years’ tax returns to achieve compliance.
Income Tax Planning
Income tax planning is an essential tool for best optimizing your personal taxes ahead of year-end. It’s particularly helpful for individuals with multiple income streams, expected capital gain, and more. We conduct a proactive review of your personal tax position to ensure all tax issues are fully understood, and any opportunity to mitigate taxes due is executed.
Retirement Planning
Our experienced retirement advisors provide financial retirement planning services that ensure you have adequate funds and assets available when you choose to retire. Our approach is tailored to meet your unique needs and delivers innovative solutions that help you achieve your long-term financial goals while securing your future.
Estate Planning
It’s never too soon to plan for the seamless and financially sound transition of wealth from one generation to the next. At KV & Associates, we know you’ve worked hard for your assets and want to see them allocated to your beneficiaries in the best possible way. From setting up trusts to implementing strategies to minimize taxes, a proactive estate plan ensures your wealth is properly dispersed according to your wishes.
