Individual Tax Services
Tailored for You
Navigating the complex terrain of individual taxation requires seasoned expertise and a tailored approach. We leverage years of experience in major metropolitan areas to deliver precise and beneficial tax solutions tailored to your unique circumstances. Contact us today to transform your tax strategy with our trusted professionals.
Unmatched Professional Expertise
At Martin & Associates, we blend deep industry knowledge with a personalized approach to cater to your unique tax needs, ensuring you navigate the complexities of taxation with confidence and strategic advantage.
Self-Employment and Freelance Income
We understand the nuances of self-employment and freelance income, from optimizing tax deductions to managing irregular income streams. Our team ensures that you meet your tax obligations while maximizing your financial returns.
Real Estate and Property Transactions
Our professionals are equipped to handle the intricate details of real estate taxation, whether it involves rental properties, sales, or real estate investments.
Multistate Tax Filings and International Tax Issues
With clients across all provinces and territories in Canada and globally, we specialize in managing complex multistate and international tax filings. Our team navigates different tax jurisdictions to provide compliant and effective tax solutions.
Equity Compensation and Company Events (IPOs, Mergers)
We offer specialized knowledge in handling equity compensation matters, including IPOs, stock options, and mergers, ensuring that your investments are tax-efficient.
For individuals with Equity Compensation, we can discuss when and how to exercise or sell your stocks/options to optimize your net after tax income based on your vesting schedule.
For individuals with a business, we can discuss quarterly taxes as well as methods to structure your company, such as possible s-corp conversion or other types of credits & deductions.
Comprehensive Individual Tax Services
Over the years, clients have given us one important piece of feedback: they often do not want someone “just filing our taxes.” Long-term strategy and building a relationship are important considerations. For these reasons, we offer a wide range of tax services designed to address the diverse needs of our clients. From initial planning to complex negotiations with the CRA, our comprehensive suite of services is tailored to ensure your financial security and compliance.
Tax Planning and Strategy
We provide forward-thinking tax strategies tailored to each client's specific financial situation and goals. Our approach includes proactive planning to minimize liabilities and maximize returns through legitimate tax-saving opportunities.
Quarterly Tax Filings and Projections
Ideal for freelancers, entrepreneurs, and small businesses, our quarterly tax filing services help clients stay on top of their tax obligations throughout the year. We provide accurate projections to assist in budgeting and financial planning.
Filing of Past-Due Returns and CRA Negotiations
For clients who have fallen behind on their tax obligations, we offer specialized services to file past-due tax returns. Our team also represents clients in negotiations with the CRA, helping to resolve disputes and minimize penalties and interest.
Specific Scenarios (new home purchase, job change, etc.)
Life changes bring tax implications, and our team is here to guide you through them. Whether it's the tax effects of buying a new home, changing jobs, or any other significant life event, we provide personalized advice to navigate these changes effectively.
Our Commitment to You
Our commitment to excellence is driven by foundational core values that guide every interaction and decision. We are dedicated to upholding these principles, ensuring that every client receives exceptional, ethical, and personalized service.
- Integrity and Professionalism
- Customized, Client-Centric Solutions
- Transparency and Clear Communication
- Quick and Accurate Handling of Complex Tax Situations
- Emphasis on Maximizing Returns and Reducing Liabilities
