PERSONAL TAX

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A sound financial plan is a key part of effective tax planning. Without it, an individual may miss important tax benefits or risk tax liabilities.

Graham & Associates help those planning and preparing their personal tax returns minimize what they owe, take advantage of tax deductions and maximize their tax refund potential. Staff also provide advice on:

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• Capital gains

• Multi-year filing

• Disability tax credits

• Educational tax credits

• Retirement savings plans

• CRA Issues

• TFSA Limits

• Disposal of Principal Residence

• Rental Properties