CORE SERVICES • TAX & ACCOUNTING

Tax & Accounting Services

We provide structured tax compliance and accounting services for individuals and businesses across Canada. Certain services are offered on a case-by-case basis depending on complexity and documentation quality.

ADVANCED & SPECIALIZED TAX SERVICES

Specialized & Case-by-Case Tax Matters

These services involve complex tax situations and are handled on a case-by-case basis. An initial review or consultation may be required before confirming scope, pricing, and timelines. Engagement depends on documentation quality, residency status, and applicable tax legislation.

Preparation and filing of the annual T3010 return for registered charities. Includes review of revenues, expenses, compliance requirements, and CRA disclosures.

Preparation of final (terminal) tax returns and estate filings following a death, including income reporting, deductions, and CRA compliance.

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Assistance with CRA clearance certificate applications for non-residents disposing of Canadian property, including gain calculations and required documentation.

Analysis and filing of Underused Housing Tax returns, including exemption reviews, ownership structure analysis, and CRA reporting requirements.

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Services We Do Not Provide

To ensure compliance, quality, and efficiency, certain tax matters fall outside the scope of our services.
If your situation includes any of the items below, we may not be able to assist, or a referral to a specialized professional may be required.

• Bankruptcy and insolvency filings
• Agricultural or farming income
• Complex offshore or multi-jurisdiction tax structures

• Specified foreign property reporting (T1135) may be accepted on a case-by-case basis
• Foreign-source income subject to jurisdiction and documentation review

• Split engagements where spouses choose different tax preparers.
To ensure accuracy and compliance, we require preparing returns for both spouses when filing as a couple.

• Short-term rental (Airbnb) income subject to complexity and compliance review

Get In Touch

Book an Appointment

Send us an e-mail with some details and we will set up an appointment with you.

    TESTIMONIALS

    WHAT OUR CLIENTS HAVE TO SAY

    David Johnston

    Ottawa, ON

    We did it on the spot and had a report ready in 30 minutes. Amazing work, thank you Lionel for your expertise and quick handling of my situation.

    Ashley Lee

    Ottawa, ON

    He knows what he is doing, and answers your queries very patiently. Highly recommend to any one who is looking to file tax returns.

    Mason Brown

    Ottawa, ON

    Simple, accommodating, knowledgeable and reliable. We’ve come back 3-years now. Very satisfied 🙂

    Albert Robert

    Ottawa, ON

    Great service! Lionel has been very patient with me and ensured that I received every dime I was entitled to! Much appreciated.

    Aaron Robertson

    Ottawa, ON

    Lionel was super helpful and efficient during tax season. I’ll be recommending him to my troops in Ottawa, Canada and overseas!

    Frank Robert

    Ottawa, ON

    So happy I chose to use Proficiency Tax to do my corporate and personal taxes. Lionel always provides topnotch service!