Clarity Beyond Data Entry

Make the return accurate and the next steps understandable

A personal tax return can connect employment, investments, rental income, retirement and major life changes. AYMG helps organize the information, prepare the applicable filings and explain what matters next.

  • Coordinate federal and Quebec personal returns where applicable.
  • Review the facts for eligible deductions and credits without overpromising outcomes.
  • Get practical help with notices, prior years and changing circumstances.

What We Can Handle

Personal tax help for routine filings and complex changes

The scope starts with your actual situation, not a generic checklist. We focus on accurate filing, clear documentation and practical follow-through.

Federal and Quebec personal returns

Prepare the applicable federal and provincial returns while reviewing the information for eligible credits and deductions.

Families and life changes

Account for relevant tax considerations following marriage, separation, a new dependant, relocation or another significant change.

Investment and rental income

Organize reporting for investment activity, capital transactions and rental-property income and expenses.

Retirement and estate tax coordination

Assess pension, RRSP/RRIF and estate-related tax considerations as part of a wider plan with your other advisors.

Prior-year returns and adjustments

Review unfiled years, notices of assessment and possible corrections, then establish a practical order of work.

CRA and Revenu Québec correspondence

Help interpret requests, organize supporting documents and prepare responses within the agreed engagement.

Interest, penalties, relief, assessments and reassessments remain subject to the decisions of the applicable tax authority.

Good times to call

A conversation is especially useful when something changed

  • You now have several income sources, investments or a rental property.
  • You moved between provinces or changed residency during the year.
  • A major family, career or retirement event affected your finances.
  • One or more previous tax years remain unfiled or need review.
  • CRA or Revenu Québec requested information or changed an assessment.
  • You want to organize records before tax season becomes urgent.

A Practical Process

A straightforward path from documents to filing

  1. Identify what changed

    We review your income sources, life changes, notices and outstanding years to understand the real scope.

  2. Organize the supporting information

    You receive a focused document request so slips, receipts and records can be assembled efficiently.

  3. Prepare, explain and follow through

    We prepare the agreed returns, explain key items and clarify any next actions or expected correspondence.

Frequently Asked Questions

Personal tax questions, without the jargon

Do you prepare both federal and Quebec tax returns?

Yes. For Quebec residents, the federal and Quebec returns can be coordinated as part of the agreed personal-tax engagement.

When is working with a CPA especially useful?

A CPA may be useful when you have several income sources, investments, rental property, foreign reporting, prior-year issues, a major life change or correspondence from a tax authority.

What documents should I bring?

Common items include T-slips, Relevé slips, contribution and expense receipts, investment or rental records, and your latest CRA and Revenu Québec notices of assessment.

Can you help if I have missed previous tax years?

AYMG can assess what is outstanding and help prepare an orderly filing plan. Any interest, penalties or relief remain subject to the tax authorities' decisions.

What if CRA or Revenu Québec asks for more information?

AYMG can help interpret the request and assemble an appropriate response. Tax-authority deadlines should be addressed promptly.

Ready when you are

Make tax season clearer

Share what changed and where you need help. We will explain the next steps and define the right scope for your return.

Request Personal Tax Help

Start the Conversation

Make tax season clearer

Share what changed and where you need help. We will explain the next steps and define the right scope for your return.

Tell Us What You Need

Tell us what changed this tax year

Share your main income sources, any outstanding years or notices, and the deadline you are working toward.