Employment and retirement
Preparation for employment income, pensions, and other personal income sources.
T1 PREPARATION
Canadian personal tax returns
Personal tax support for individuals and families across Canada and the United States. Whether your income comes from a job, investments, a rental property, or your own business, we help bring the details together.
Enquire about this serviceCanadian tax help, even if you only need a T1.
You do not need a U.S. filing requirement to work with us. We prepare standalone Canadian personal returns and can coordinate Canadian and U.S. work when both are needed.
HOW WE CAN HELP
What we can handle for you.
Investments and rental income
Review of investment slips, capital transactions, and rental income and expense records.
Self-employment
Reporting for sole proprietors, with a review of business income and expenses.
Canadian and U.S. coordination
If you also have U.S. filing needs, we identify the additional work and agree on the scope together.
Leaving Canada and departure tax
Tax consultations for individuals planning to leave Canada, with a review of residency, potential departure tax issues, deemed dispositions, and available tax deferral options. We also prepare departure-year returns and applicable Forms T1161 (property listing), T1243 (deemed dispositions), and T1244 (election to defer departure tax payment).
T1135 foreign property reporting
Preparation and filing of Form T1135, Foreign Income Verification Statement. We review your foreign assets to determine which specified foreign property needs to be reported and the information required to complete the form.
We confirm the services, required documents, and fee before work begins.
ARRIVING IN CANADA
Understand your foreign assets before you move.
Planning to move to Canada? We offer arrival tax consultations to help determine when you become a Canadian tax resident and how assets you hold outside Canada may be treated once your Canadian residency begins.
We review foreign investments, real estate, pensions and retirement accounts, and interests in foreign companies or trusts. Our review considers Canadian tax treatment of income, future sales and withdrawals, potential foreign tax credits, and applicable foreign asset reporting, including T1135 requirements and any first-year exceptions.
We can also help identify which assets may receive a fair market value cost basis on arrival, which are subject to different rules, and what valuation records to keep. Your consultation is tailored to your assets, the country you are moving from, and your planned arrival date.
Enquire about an arrival tax consultationGetting your records ready.
Once we agree on your engagement, we will provide a document list tailored to your return. This may include prior returns and notices of assessment, tax slips, deduction receipts, and investment, rental, or business records. For arrival or departure consultations and foreign property reporting, we may also request your planned move date, residency details, and asset cost and valuation records.
Please use the inquiry form for general questions only. We will explain how to provide records after discussing your engagement.
Questions about this service.
Can you prepare my Canadian return only?
Yes. Standalone T1 preparation is available. You do not need to be a cross-border client.
Can you help with self-employment or a rental property?
Yes. Tell us about the type of business or property and the records you keep so we can confirm the work involved.
What if I also need a U.S. return?
We can discuss both filings together. Your quote will identify the Canadian and U.S. services included.
Can you review my foreign assets before I move to Canada?
Yes. We can discuss when Canadian tax residency may begin and how your foreign investments, property, retirement accounts, and company or trust interests may be treated. We also review valuation records, potential reporting obligations, and the issues to address before your move.
Can I book a tax consultation before leaving Canada?
Yes. We can review your planned move, residency ties, assets, potential departure tax, and filing requirements before you leave. We will discuss whether Forms T1161, T1243, and a T1244 deferral election apply to your situation.
Can you file my T1135?
Yes. We prepare and file T1135 foreign property reporting forms and confirm the scope and fee before starting.
What will my T1 cost?
Your fee depends on the income sources, records, and complexity of your return. We confirm the scope and fee before starting.
CONTACT US
Let's talk about
what you need.
Tell us a little about your situation and the services you're looking for.
CUC Cross Border CPA
info@cpacuc.com
Based in Vancouver BCServing all of Canada and the United States
Send your inquiry here and include your email address so we can get back to you.