Maximise Your Personal Refund.
Every credit, every deduction, every year.
From a straightforward T1 with T4 and RRSP slips to a multi-source return with rental income, capital gains, principal-residence reporting, foreign property (T1135) and self-employment schedules — every return is prepared, reviewed and signed off by a senior CPA before EFILE.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Private Client
Every engagement, considered.
The core of what's included when you engage PAG for personal tax returns.
Senior CPA review on every return — not a tax-season hire
Coordination of RRSP, TFSA, FHSA, RESP and capital-gains positions
Medical, tuition, charitable, child-care and home-office credit optimisation
T2125 self-employment, T776 rental and Schedule 3 capital gains schedules
Year-round support for reassessments, T1135 and CRA Notice review
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, preparing and reviewing every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
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Holistic strategy across tax, investment and legacy.
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Centralised oversight for complex family wealth.
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Trust accounting, T3s, and estate administration.
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Plan today so the next generation inherits well.
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