We Do That.

The hardest thing in the world to understand is the income tax.”  – Albert Einstein

Each year taxpayers overpay billions of dollars simply because they fail to claim all their entitled deductions and credits. Tax planning is a process that involves more than filing a tax return. It is a 365-day process which involves coordination with all your financial matters to maximize your savings. Working with our experienced team at CIC ensures that you are utilizing as many deductions as possible and that tax strategies are being implemented so that you are paying the least amount of tax possible.

 We can assist you with the following Tax Returns:

  • Personal
  • Taxes for post-secondary students
  • Trust and Estate, Final Returns
  • Self-Employment
  • Rentals
  • Commission
  • Charitable giving

Do I Need a Financial Planner for Taxes?

No, many people either file their taxes on their own using do-it-yourself tax programs or have them completed by someone other than their financial planner. However, no one knows more about your financial portfolio than your financial planner and when changes are made to tax procedures you will want the expertise of your CIC Financial Group team to ensure you are getting the most from your tax return.

Plus, in addition to filing your current year’s tax return, we will also review your prior year’s tax returns to determine if a reassessment may be in order. When a reassessment is in order, there is the probability that you may be entitled to a refund or credit.

What do I need to submit for CIC Financial to complete do my tax preparation?

For your convenience we’ve created a Personal Income Tax Return Checklist with all the information we will need to complete your return.

Personal Income Tax Return Checklist

As an added convenience, please scan and email your tax documents to our dedicated tax email address:  taxdocuments@cicfinancial.ca.

What are the Marginal tax rates for 2016 and 2017?

Click here for Marginal Tax Rates 2016 and 2017