Offering Personal and
Self-Employed Tax Services
Our team is here to help set and achieve your tax planning goals. Find out how our tax accountants can help you.
Tax season can be stressful. The tax planning process for individuals, self-employed, and commissioned persons is different from corporate tax planning. When you choose to work with our team, we’ll gain an understanding of your current situation and your comfort level with discussing financial planning. We’ll create a customized strategy to ensure that we’re helping you meet your objectives, all while remaining compliant with the CRA.
We understand that tax season is a stressful time for most and we do our best to break down the intimidating barriers of taxation. Get in touch with our team to get started with our tax planning process for tax season.
Cloud Accounting Services for Personal Taxes
Work with Beck Ltd. for secure & convenient digital or in-person tax planning.
Our expert personal tax accountants in Ottawa can provide you with accounting services using modern cloud technology. We’ll be able to work around your busy schedule and tailor our services to meet your specific needs. Our services remain compliant with government standards while meeting your personal tax needs.
Our Lineup of Personal
Tax Services in Ottawa
Work with Beck Ltd for a wide range of personal tax services. Our team is here to help you set goals and achieve them with a comprehensive tax plan.
To begin, our personal tax accountants will assess your current tax situation and help you file all required returns. We strive to minimize your tax burden while remaining compliant with the CRA. We’ll provide you with all the information required to file your individual tax return for the current year.
We can also provide you with tax plans by doing a strategic review of your current plan. You’ll be involved every step of the way to ensure that we’re meeting your goals. This is also a great opportunity for you to learn more about the tax planning process so you can develop your knowledge over time.
Work with Beck Ltd if you’re interested in our personal tax services in Ottawa.
Our team has in-depth experience compiling and filing personal tax returns for self-employed, commissioned sales staff, and employed persons. This includes rental income properties and large investments (see cryptocurrency below). We are committed to helping individuals successfully minimize their tax burdens.
Our tax accountants at Beck Ltd. are known for working together with various financial planners to ensure financial plans are in line with tax plans. We also offer cloud accounting services for flexibility with your busy schedule!
Although it’s a relatively new innovation, Cryptocurrency has become popular among some investors. It’s important to be aware of the guidelines on taxation that have been set by the government.
The CRA includes cryptocurrency in the Income Tax Act. Any income from cryptocurrency transactions is treated as business income or capital gain. This means that any losses are also treated as business losses or capital losses.
At Beck Ltd., we stay up-to-date with all CRA guidelines. Our personal tax accountants will be able to help you claim your cryptocurrency investments in a way that complies with the complex guidelines set by the Canada Revenue Agency.
From Filing a Tax Return to Helping Your Business Grow, Beck is Here for You!
Frequently Asked Questions
Here are some of the most frequently asked questions we get about personal tax from our clients:
A personal tax service is a professional service that assists individuals in managing their tax obligations. It involves tax experts who are familiar with tax laws, rules, and deductions.
A personal tax service can assist you in navigating the complexities of the tax system, regardless of whether you are an employee, self-employed, or have complicated financial circumstances. They offer knowledge in tax preparation, tax planning, and assuring legal compliance.
By utilizing our personal tax service at Kelly Beck Tax and Accounting, you can save time, reduce stress, and potentially uncover tax-saving opportunities that you may have overlooked on your own.
To get started with Kelly Beck’s personal tax service, you can either our contact form, call us, or come to our offices.
We will walk you through the procedure and respond to any queries you may have. In order to determine how our service can best help you, we often collect information about your financial condition and tax requirements.
After that, our team will work with you to make sure the onboarding process runs smoothly, go over the services we offer, and give you an outline of our costs and timelines.
We are aware of how critical data security and protecting the privacy of your personal information are. We have put in place strong security measures to safeguard your information as a respectable personal tax service.
To stay ahead of any risks, we monitor and upgrade our systems frequently. To further guarantee that only authorized individuals have access to your data, we also have stringent internal regulations and access controls. You can have peace of mind knowing that your data is handled with the highest confidentiality and stored securely in accordance with applicable privacy regulations.
Generally, we need specific paperwork and information from you in order to efficiently prepare your tax return and maximize deductions. These may include:
- Personal information: Your full name, SIN number, date of birth, and contact details.
- Income statements
- Deduction and credit information
- Records of investments
- Business-related information
- Previous year’s tax return