Tax-Pertise Services has been in business in the Burlington area for over 35 years, is family owned and operated, and is well established and respected in its community. We are proud to be multi-year award winners with the Burlington Post, Hamilton Spectator, and Flamborough Review Readers’ Choice Awards for our Income Tax Preparation and Accounting services. We strive to provide a hassle-free experience for our clients while ensuring efficiency and accuracy in preparing optimal income tax return results.

Personal and Small Business Income Tax Preparation

We provide personal income tax preparation and filing services for many taxpayer profiles:

• Basic returns and benefit optimization

• Students, including transferring of tuition tax credits

• Pensioners, including pension splitting

• Taxpayers with extensive investment income including foreign asset reporting

• Taxpayers with disabilities

• Rental properties

• Small businesses: sole proprietorships and partnerships

• Final returns and select trust returns for deceased taxpayers

eFiling is included in our fee for all eFile eligible income tax returns

We offer discounts for students and seniors

Planning and Consultation Services

Other planning and consultation services offered in our off-season include:

• Multi-year tax return preparation for back taxes

• RRSP contribution and deduction planning and optimization

• Tax planning services

• Review of prior year tax returns prepared elsewhere

• Adjustments to previously filed income tax returns

• Business bookkeeping consultation

• Consultation re: application for clearance certificate