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A sound financial plan is a key part of effective tax planning. Without it, an individual may miss important tax benefits or risk tax liabilities.

Graham & Associates help those planning and preparing their personal tax returns minimize what they owe, take advantage of tax deductions and maximize their tax refund potential. Staff also provide advice on:

  • Capital gains

  • Multi-year filing

  • Disability tax credits

  • Educational tax credits

  • Retirement savings plans

  • CRA Issues

  • TFSA Limits

  • Disposal of Principal Residence

  • Rental Properties

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