Personal Tax Services

With our years of experience, you can trust Key Accounting Services to help you maximize your personal tax return, and plan for continuing benefits over multiple years.

With all the software on the market filing tax returns appears simple and straight forward. However, because these programs can not individualize the return the way a tax preparer can, many people wind up paying more in taxes than they should.

In addition to handling your personal tax return, we can also help you with:

• Tax Adjustments
• Tax Planning
• Tax Positions

Working through the best tax strategy can be confusing... and if you're not an expert, you may not see the entire picture. That's why we can help.

How It Works

We start with a meeting to review your financial situation, including your family and business, if you have one. We review your filing history with you and gather all the information and paperwork we need.

Then, our team will work to prepare your tax documents, providing suggestions and options for maximizing your return.

We sit down with you to review the decisions for this year, as well as the implications for future years.

We can Efile or prepare your returns to be mailed. Your choice.

When Is It Important To Consult a Professional?

We highly recommend that you consult a tax professional if you have:

• Foreign property in excess of $100,000 including: cash, stocks, partnerships, real estate, contingent interests, convertible property, etc.
• Foreign pensions
• Many forms of foreign income
• Stock options of Election Forms T1212
• Business, farm or partnership income
• Rental income
• Spousal support or separation allowances
• Pensions that can be split with a spouse
• Employment expenses
• Interest on money borrowed to make investments
• Moving expenses
• Adoption expenses
• Clergy residences
• Disabilities or family members with disabilities
• Real estate investments
• Capital gains/losses
• Business investment losses
• Retroactive lump sum payments
• Late returns

We can help you gain the most benefits from your personal tax return.