Personal Tax

We provide high quality and cost effective personal tax preparation. We will prepare your personal and sole-proprietorship business returns in a timely manner with the utmost attention to detail.

Expertise in the following personal returns:

  • Salaried employees
  • Rental income from property(ies)
  • Real-estate agents
  • Contractors (Oil and Gas, Carpentry, Masonry)
  • Farming
  • Non-Residents

Specific areas of personal tax expertise and planning include the following services:

  • Succession planning to transfer family business linking generations;
  • Advising and implementing estate freezes
  • Maximizing income splitting and dividend techniques;
  • Structuring investments and transactions in a tax effective manner;
  • Advising on the use of trusts to minimize the income tax payable;
  • Asset protection strategies for clients using  tax effective strategies;
  • Assisting clients with marital disputes in a tax effective manner;
  • Assisting Non-Residents of Canada with their Canadian Tax filings to recover income withheld by the CRA
  • Advising on charitable giving including the use of private charitable foundations

Knowledge enables us to fully understand the issues you are facing and to find the right solutions for your situation. Contact us today for your free consultation.

Contact Info

  • For a free consultation and inquiries, please contact:
  • PDC Business & Tax, Chartered Professional Accountants
  • Telephone: 778.484.5401
  • Email: info@pdco.ca
  • 1593 Ellis Street
  • Kelowna, B.C. V1Y 2A7

About us

At Matthew Gustavson Chartered Accountant we are committed to providing our clients with a personalized experience that aims to meet the individual needs of each client. In recent years there have been numerous changes to...

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