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Accounting and
Tax Compliance

We provide accurate, compliant tax preparation and filing services for individuals, families, and small to medium-sized businesses. From personal and corporate returns to trust and non-resident filings, our team ensures your tax matters are handled with clarity, precision, and peace of mind.

What Makes Our Tax Services Different

Tax situations can be complex and stressful, especially when multiple income sources, rental properties, or cross-border issues are involved. Our approach focuses on tailored support that helps clients understand their obligations and make confident financial decisions.
 

  • Expertise in T1 (personal), T2 (corporate), and T3 (trust) tax filings

  • Dedicated support for non-residents, including rental properties and dispositions

  • Guidance for CRA reviews, audits, and objections

  • Integrated solutions that combine tax, estate, and trust planning

  • Clear explanations and proactive communication at every step

Services Included

We offer comprehensive tax filing and compliance services across all major return types. Whether you’re an individual, a business owner, or a trustee, we ensure your filings are accurate, timely, and optimized for the best outcome.

Personal T1 Tax Filing
  • Annual T1 personal tax returns

  • Support for employment, investment, and rental income

  • Guidance for capital gains and foreign income reporting

  • Personalized tax planning based on your financial goals

Corporate T2 Tax Filing
  • Accurate T2 corporate returns

  • Tax optimization for owner-managers

  • Planning for small to medium-sized businesses

  • Support for year-end financial statements and compliance

Trust Tax Returns (T3)
  • T3 trust return preparation for all trust types

  • Income allocation for beneficiaries

  • Strategic tax planning for family and testamentary trusts

Non-Resident Tax Filing
  • Filing required tax returns for non-residents, including rental income returns (Section 216) and pension/Canadian income returns (Section 217)

  • Managing withholding tax to ensure the correct amount is remitted

  • Tax filing support for rental properties, selling Canadian real estate, and changes in non-resident status

Final Tax Return
  • Preparation of final T1 returns

  • Filing for estate income (T3) if required

  • Coordination with executors and estate advisors

Additional Support / Specialty Areas

  • Tax planning for small and medium-sized business owners

  • Non-resident returns & real estate transactions

  • Trust returns and family trust planning

  • Final returns and estate-related filings

  • Rental property tax issues

Contact us

Unit M-9, 601 West Broadway,
Vancouver BC V5Z 4C2

604-731-1191

© 2025 by Sam Wong Tax and Estate Advisory Inc. All rights reserved.

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