• trishul.yyc@gmail.com

PERSONAL TAX

COMPREHENSIVE SUPPORT FOR YOUR PERSONAL TAX NEEDS

At Trishul Consultants, we are dedicated to delivering customized tax solutions that align with each client’s unique financial circumstances. Our skilled team leverages extensive experience and a client-focused approach to provide accurate filings and maximize tax benefits. With a reputation for excellence and commitment to client success, Trishul Consultants ensures a seamless and trustworthy experience that prioritizes your financial well-being.

Personalized Tax Filing Guidance

Our team provides dedicated support for your personal tax filings, handling all paperwork with accuracy and efficiency. We streamline the process, ensuring every detail is correct and perfect for your tax requirements this helps us achieve the best refund possible.

Fast Refund Solutions

Receive your tax refund quickly with our priority processing for eligible refunds this is the same as a Instant Refund. We focus on speed and convenience, so you can access your funds faster, with no extra fees on qualifying refunds. Inside of this process no fees need to be paid for refunds of $300 dollars and above.

Investment Tax Strategies

Our experts help you manage taxes on stock market gains, optimizing your filings to minimize tax liabilities. Keep more of your investment profits with our tax-saving strategies. These strategies which optimize will help you decrease your taxes at the end of the year.

Efficient Rental Income Reporting

Own rental properties? We assist with accurate income reporting and effective tax reduction strategies to lower your tax liability and maximize your rental profits. We will help you report your income to the CRA to make sure that you do not get into trouble in the future.

BOOST YOUR REFUNDS WITH PRECISE FILING

Accurate tax filing is key to claiming all entitled refunds. Mistakes or missing deductions can result in missed financial benefits. Trishul Consultants specializes in reviewing previous filings and re-filing personal tax returns to identify any missed credits or deductions.

Our consultants meticulously review your past returns to spot any discrepancies. By re-filing, we help you unlock potential additional refunds that may have been overlooked in the initial submission. Let us ensure your returns are maximized for optimal outcomes.

Trishul Consultants offers assistance with personal tax filings and can also handle complex tax matters, such as:

  • Self-Employment Income
  • Trading Activities in Non-Registered Accounts
  • Income from Rental Properties
  • In-Depth Tax Planning
  • Estate and Succession Planning
  • Final Tax Returns for Deceased Individuals
ADDITIONAL DOCUMENTATION REQUIRED

REQUIRED INFORMATION FOR TAX RETURNS

Below is a checklist of essential documents needed for personal tax filings. Schedule a consultation to discuss your unique situation and ensure all required information is gathered.

  • Legal Name (as per CRA records)
  • Middle Initial (if applicable)
  • Family Name
  • Social Insurance Number (SIN)
  • Date of Birth (format: YYYY/MM/DD)
  • Gender
  • Marital Status as of December 31
  • Are you a Canadian citizen?
  • Details on any property sold this year
  • First-Time Homebuyer Status
  • First Time Filing a Canadian Tax Return?
  • If recently immigrated, previous three years of worldwide income
  • If emigrating, departure date and days spent in Canada last year
  • Work-from-home status with T2200 if applicable
  • Previous Year’s Notice of Assessment
  • T4 Employment Income Slip
  • RRSP Contributions
  • Contributions to a First Home Savings Account
  • Charity Receipts for Donations
  • Rental Income Details
  • Details of Any Self-Employment Income
  • Investment Trading in Non-Registered Accounts
  • Recent Address Updates
  • Contact Number
  • Foreign Property Over $100,000
  • Dependent Information if Under 18
  • Dependents' SIN, Names, and Birth Dates
  • Medical Expense Receipts
  • Interest on Student Loans
  • Authorization via Trishul Consultancy’s Business Number with CRA
  • Tuition Receipts

EFFECTIVE TAX MANAGEMENT

Tax filing can be intricate, and professional guidance is crucial to avoid missed opportunities or future CRA complications. Rely on Trishul Consultants for expert assistance in navigating the tax landscape with ease.

ELIGIBLE EXPENSES ACCORDING TO CRA

The CRA allows deductions on certain personal expenses to help lower your tax burden. Key deductible items include the following:

  • Medical Expenses
  • Moving Costs (if applicable)
  • Eligible Tuition Fees
  • Student Loan Interest
  • Childcare Costs
  • Charitable Donations
  • Home Office Expenses for Remote Workers
  • RRSP Contributions
  • Union Dues and Professional Fees
  • Investment Management Fees
  • Employment-Related Expenses
  • Interest on Investment Loans
  • Disability Support Costs
  • Northern Resident Deductions
  • School Supply Tax Credit for Teachers

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E-MAIL:trishul.yyc@yahoo.com

Trishul Consultants provides expert business and financial consulting services, empowering businesses with innovative solutions and insights tailored to their unique needs.

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