Personal Tax Planning & Preparation Services
Personal Tax
At Surftechsol, we offer personalized tax services to help you navigate the complexities of personal taxation with ease. From strategic tax planning to meticulous tax preparation, our experienced team is here to ensure that your tax obligations are met accurately and efficiently. With our expertise and attention to detail, you can trust us to optimize your tax situation and provide you with peace of mind throughout the process. Let us handle your personal taxes, so you can focus on what matters most in your life
Our Personal Tax service includes:
- Employed (T4s)
- Sole-Proprietor (Business Owners/Commissions)
- Student (Part-time or Full-time)
- Investors (Rental income, Share, Mutual Funds, RRSPs or Other Investments)
- Retired Individuals
- On support or earning employment insurance
- Drive Taxi, Uber or Truck
Other Services
You can also Book a Consultation with our Tax Professionals
Sole-Proprietor
As a business owner or commission earner, especially a Real Estate Agent, Mortgage Agent or an Insurance Agent, it gets really hard to manage your bookkeeping or accounting – from acquiring new clients, to following up on leads, client meeting, attending conferences or socializing events.
We keep your books up to date by recording your transactions on a monthly basis as compared to a yearly basis. We urge you to submit your bank statements, receipts, invoices and bills monthly. That way you are saved from the time-consuming job of compiling all of the information at the year-end, some of which you might lose in the meantime.
This helps you to get timely expense reports so that you make informed decisions while managing your small business or practice.
Our team specializes in cloud-based accounting software like QuickBooks Online and XERO accounting, and we can help you to maintain updated financial information for your reporting purposes.
Employee Expenses
We have created a detailed form for our clients to record their employee expenses, like business use of Personal Motor Vehicle, travel expenses, tools and supplies, required uniforms, and dues and subscriptions. As a taxpayer, we want you to be aware of all the deductions that are available to avoid overpayment.