Senior

If you’re 65 years or older you will receive 10% off your tax preparation fee. Our Tax Professionals are here to answer all your questions regarding retirement, income splitting, RRSPs, RRIFs, CPP and part-time work; and

  • Claim the various non-refundable credits to which a senior is entitled.

  • Income splitting and completing a T1032 – Joint Election to Split Pension Income.

  • Choose to take CPP early starting at age 60, or late at the age of 70.

  • Report a retirement pension from a foreign country on the Canadian Return, and determine if it is excluded from income by the Income Tax Act, or its tax treatment is modified by a tax treaty with the foreign country.