Personal taxes, handled with clarity.
Priti Lad Professional Corporation provides personal tax services in Ottawa to help individuals organize their tax information, prepare accurate returns and understand the tax matters that affect them.
Tax filing should feel organized, not overwhelming.
Personal tax returns can become more complicated when income comes from multiple sources, investments, self-employment, rental properties, employment changes or other financial activity.
Priti Lad Professional Corporation helps Ottawa individuals gather the right information, prepare their personal income tax returns and understand the tax items relevant to their situation.
The objective is not simply to complete a return. It is to create a clearer tax process so clients know what information is needed, what has been reported and what may need attention moving forward.
Personal tax support for more than a basic return.
Tax needs vary from person to person. Services can be tailored based on the types of income, deductions, credits and financial activity that apply to the individual.
Personal Income Tax Returns
Preparation of personal income tax returns based on the information and documentation provided.
- Employment income
- Pension and retirement income
- Investment income
- Tax credits and deductions
- Multiple income slips
- General personal tax questions
Self-Employment Income
Personal tax support for individuals earning income through self-employment or independent business activity.
- Business income reporting
- Business expense review
- Home-office related information
- Vehicle expense information
- Record organization
- Tax planning conversations
Rental Property Income
Help reporting rental income and applicable expenses as part of a personal income tax return.
- Rental income reporting
- Property expense review
- Mortgage interest information
- Repairs and maintenance records
- Property tax and insurance information
- Rental record organization
CRA Questions & Tax Matters
Support understanding tax notices, information requests and other personal tax matters when appropriate to the engagement.
- Notice of Assessment review
- CRA correspondence review
- Information request support
- Tax account questions
- Prior-year tax questions
- General filing guidance
Personal taxes for real-life financial situations.
Tax returns are not always simple. A person’s filing needs can change after starting a business, buying a rental property, changing jobs, retiring, investing or experiencing other changes in income.
Priti & Team can help organize these different pieces so the tax return reflects the information provided and the client has a clearer understanding of the filing process.
A smoother tax return starts with organized records.
The documents needed for a personal tax return depend on the individual’s circumstances. Collecting relevant records before the preparation process begins can reduce delays and follow-up questions.
Clients should provide the documents and information that apply to their situation. Additional records may be requested after the initial review.
A straightforward personal tax process.
The goal is to make the tax preparation process easier to understand from the first document through to the completed return.
Gather Your Records
Collect income slips, receipts and other tax information relevant to your situation.
Review Your Situation
Priti & Team review the information provided and identify additional questions or records that may be needed.
Prepare The Return
The personal tax return is prepared using the applicable information and documentation supplied.
Review & File
Key information can be reviewed with the client before the return is finalized and filed where applicable.
Personal tax preparation for Ottawa residents.
Priti Lad Professional Corporation provides personal income tax services for individuals throughout Ottawa and nearby communities.
Whether the return involves employment income, self-employment, rental properties, investments, retirement income or a combination of different sources, the goal is to provide an organized and understandable filing process.
Clients with business interests can also access bookkeeping, accounting, payroll, corporate tax and Virtual CFO support through Priti & Team.
Personal Tax FAQs
Do you prepare personal income tax returns in Ottawa?
Yes. Priti Lad Professional Corporation provides personal income tax preparation services for Ottawa residents based on the individual’s tax situation and the agreed engagement.
Can you prepare taxes for self-employed individuals?
Yes. Personal tax services may include reporting self-employment income and reviewing applicable business expenses based on the records provided.
Can you help if I own a rental property?
Yes. Rental income and applicable rental expenses can be included as part of personal tax preparation when the required records are available.
What documents should I bring for my tax return?
Documents vary by situation but may include employment slips, pension slips, investment slips, RRSP receipts, donation receipts, medical expenses, childcare information, tuition records, rental records and self-employment records.
Can you help with a CRA notice or question?
Depending on the nature of the matter and engagement, Priti & Team may help review CRA correspondence and explain what information or next steps may be required.
Do you also provide business tax services?
Yes. Priti Lad Professional Corporation also provides business accounting, corporate tax, bookkeeping, payroll, cash management and Virtual CFO services.
Let’s make tax season easier.
Bring your tax information, questions and financial situation to one conversation. Priti & Team can help you understand what is needed and get your personal tax return moving.
Book a Personal Tax Consultation