Personal Tax Services

Investors Tax Returns & Deductions

Capital gains, dividends, interest and foreign tax credits can become complex. Ensuring that your tax advantageous filings are used where suitable (i.e. stock options, allowable business investment loses, capital gain exemption) is highly important when structuring your investments to earn one type of income over another (i.e. capital gains vs. dividends). Additionally, knowing which investments attract less tax and can be used as a deductible for tax purposes is equally significant (i.e. investment loans). When investing, avoiding all complications with the CRA is a must. Often times, the CRA will expect the income to be split between taxpayers regardless of whether the taxpayers contributed equally to the underlying investment. If you have joint slips (T5 and T3), it is advisable to have the taxpayers returns prepare together. There are countless strengths and weaknesses for investors. Let Numbers Plus® inform and guide you in the right direction. Let our team of experts work hard to prepare your returns, deal with the CRA and most importantly, provide you with options for smart investment choices.

Important Dates

April 30

Personal tax payments are due. Tax return filing deadline is April 30th unless you or your spouse have business income then filing deadline is June 15th.

March 31

Trusts: Payment and filing deadline is March 31st (three months after the year end which is Dec 31st) unless a Graduated Rate Estate which is three months after the...

February 28

Tax Slips (T4, T4A, T5, …): Payment deadlines are as per usual (i.e.

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Where are you located?

We are located on 168 Queen Street in Mississauga, ON in suite 209. The office is located in beautiful downtown Streetsville.

What are your hours of operation?

Our standard working day runs from 9am to 5pm. We can occasionally accommodate appointments outside of these hours.  During the months of July and August the office closes at 1 pm on Friday.

Do you have parking?

Yes. We have parking in the back of the building with easy access to our office. If you require public transportation, the Mississauga Transit system stops in front of our office and the Streetsville Go Station is only a few blocks away.

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