Tax Preparation for Individuals

Montreal Comptable takes care of all activities related to the preparation of federal and provincial income taxes:

  • Filing of annual federal and provincial tax returns
  • Filing of previous tax returns
  • Audit of previous tax returns
  • Requests for tax adjustments
  • Follow-up of taxpayer files and correspondence to both levels of government

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Simple & Intuitive Workflow

1. Send your documents

Send us your documents and statements by email or fax. That’s all we need from you.
We’ll take care of the rest!

2. Questions & feedback

We will follow up on outstanding transactions from the previous month. If there are any issues with the transactions, we will ask for clarification.

3. Financial statements

We will present you with meaningful financial data that will allow you to make relevant and informed business decisions.

Montreal Personal Income Tax Preparation

 
Spring is usually the time when most people are looking for help in completing and filing your Montreal personal income tax return. 
 
If you choose Montreal Comptable for your personal tax preparation, we will help you identify the tax slips needed to complete your personal tax return. As a general rule, here are the sources of income tax slips that are usually seen outside of the personal tax return:
 
Employment income – T4, T4A
Pensions and Annuities – T4A, T4A(OAS), T4A(P), T4RIF, T4RSP
Investment Income – T5, T3, T600, T5008, T5013 OR T5013A
Foreign property
Rental income
Registered Retirement Savings Plan (RRSP) Income – T4RSP
Capital gains and losses schedule
Self-employment income
Debt forgiveness
Other income, including the following slips – T4E, T4PS, T5007, RC62, RC210.
 

Deductions

As your personal accountant, Montreal Comptable will also identify deductions to be included in your personal tax return. Here is a list of deductions that can be identified on your personal tax return:


Employment expenses – Form 2200
Investment income – T101, T102, T5003, T5004, T1-CP
Rental property expenses
Registered Retirement Savings Plan contributions – until March 1 of the following tax year
Membership, union and professional dues
Moving expenses
Child care expenses
Alimony and maintenance payments – T1157
Disability support expenses
Allowable business investment losses (ABIL)
Legal fees
Stock options
Income tax instalments paid
Pension Adjustment Reversal / Past Service Pension Adjustment – T10/T215
Fines, penalties and levies

TAX CREDITS AND EXEMPTIONS

The Government of Canada also grants several tax credits to individuals on their personal income tax return depending on their personal situation. As your personal accountant in Montreal, we will ensure that all tax credits are applied correctly on your personal tax return. The following is a list of tax credits commonly used on a T1 return:

  • Spouse exemption
  • Dependants
  • Disability amounts – T2201
  • Adoption expenses
  • Tuition, fees and education amounts – T2202 or T2202A
  • Interest paid on student loans
  • Medical expenses
  • Charitable donations
  • Public transit pass amounts
  • Rent or property tax credit (specific conditions apply)

Tax preparation for individuals in Montreal

Choose our personal tax preparation services in the Montreal area.

We have a rigorous process in place to ensure that your tax returns are complete and that all the tax credits and exemptions to which you are entitled have been obtained.

Take advantage of a multitude of benefits by working with Montreal Comptable. Find out more today by filling out the quote request form.

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