Personal Taxes

Personal Accounting for Individuals and Families.  At KATA Accounting we recognize that all financial decisions rest in the hands of people.  All business, all charity, and other good works, and all transactions begin and end with a person.  Our focus on people is one of KATA’s core values and we are intent on delivering a superior customer experience – especially to our personal accounting clients!

KATA Accounting offers personal accounting services for individuals and families, from simple tax returns to planning for the future, buying a home, and more.

Personal Tax Filings

Anything from a simple T4 based return, to tax returns for students, seniors, business owners, and self-employed individuals.

Personal Tax Planning

Whether you don’t want a big tax bill at the end of the year or you want to maximize your refund through RRSP’s – we can help with that too!

Budgeting Large Purchases

Are you buying a home? or even just some special presents for the holidays, we can help you develop a personal financial plan.

Tax Services

Personal & Corporate Tax Preparation

  • Tax Management Services
  • Late Filings
  • Audits & Compilation
  • Financial Projections
  • Bookkeeping

PErsonal tax planning

It’s Never Too Early or Late to Start Saving for the Future

  • Budgeting Analysis
  • Accounting Services
  • Retirement Planning

Defense

In a Sticky Situation? We Can Help

  • CRA Representation
  • Entity Selection
  • Estate Tax Preparation

As a product manager at Intuit, I am constantly looking for customers to partner with to improve our products and understanding of the accounting market.  Whenever we are looking to gather insights and feedback, Jonathan is at the top of our list to reach out to as one of the most modern and progressive professionals in the accounting space.”  

Lee McKenzie, Intuit Product Manager