Personal Taxes

Personal taxes can be a challenge, especially when dealing with self-employed income, RRSP decisions, rental of property, HST/GST, the disposal of real estate, investment income, the final tax return for the passing of a loved one, planning for retirement, and other involving issues.

While fees for a basic tax return start at $160 plus HST/GST, value enhanced packages are also available. Depending on whether you are self-employed, own rental property, or have a spouse, package elements can include:

• preparation of your tax return
• preparation of your spouse's tax return
• preparation of your business or rental schedules
• HST/GST return
• review of business expenses, including home office expenses and car expenses
• tax question hotline
• free one hour meeting during the year
• audit insurance
• discussions on estate planning - wills and trusts
• life, health and disability insurance review

If you would like a full description of our personal tax packages, email us at info@bluefish.bc.ca.

Retirement and Financial Planning 

• Will I have enough savings for my retirement?
• When can I comfortably retire?
• How much should I save for my children's education through RESPs?
• How much life insurance and disability insurance should I buy?

From this consultation you will complete a comprehensive questionnaire from which you will receive an unbiased review of your financial affairs. Please note that we are not here to sell you insurance products or RRSPs. We will provide you with an executive summary on your Retirement Strategy and an executive summary on your Investment Strategy. You will also receive a comprehensive binder that provides the detailed working papers and support for our findings.