There is plenty to figure out when you move to a new country. We explain the Canadian filing process, help organize your records, and make room for your questions.
Tax residency is based on your circumstances and residential ties, rather than your immigration status alone. We discuss your arrival, living arrangements, and family situation to understand the starting point for your return.
Income before and after your move
Bring Canadian and foreign income records, with the dates and currencies clearly identified. We review which amounts need to be reported and what additional information may be needed for your first year.
Your family and your first filing
Tell us about your spouse or partner, dependants, and any benefit applications already submitted. We help connect those details to your return and explain the figures before filing.
No Canadian income yet?
That does not automatically mean there is nothing to do. Depending on eligibility, newcomers may be able to apply for benefit and credit payments before filing their first return.
Our newcomer category is a starting reference. Foreign income, business activity, and the information needed to establish your filing situation can affect the final scope and price.
Is my immigration status the same as my tax residency?
No. Immigration status concerns permission to live, work, or study in Canada. Tax residency depends on your circumstances, including residential ties. We start by reviewing those details rather than assuming your status from a permit or citizenship.
Should I bring income records from before I arrived?
Yes. Bring records for the full year and separate income earned before and after your move. Some information may be needed for calculations or benefit applications even when it is not taxable in Canada.
Do I need to wait for my first return to ask about benefits?
No. Some benefit and credit applications can be made before your first return if you meet the eligibility requirements. Tell us what you have already applied for so we can identify the questions to address.
What if I do not have all my documents yet?
Contact us with a list of what you have. We can identify missing information and explain the next steps before preparation begins. Please arrange secure document sharing with us before sending sensitive records.
LET’S MAKE IT SIMPLE
Your next step, a little clearer.
Tell us about your situation, and we’ll help you get started. Meet with our Vancouver team in person or by phone.