Personal Tax Services

Whether you’re a salaried professional, self-employed, a newcomer to Canada, or managing real estate and investments, your financial life deserves thoughtful, tailored support. At HW Partners, we help individuals and families manage personal taxes with accuracy, efficiency, and care. We go beyond the return, providing year-round guidance, proactive planning, and responsive answers when life (or tax regulations) gets complicated.

Our Personal Tax Services Include:

Annual T1 Personal Tax Returns

For individuals, couples, and families—including dependents—with employment, investment, rental, or business income.

Tax Planning

We help you plan to minimize tax, maximize credits and deductions, and align with long-term financial goals.

Life Event Guidance

From retirement and inheritance to home sales or divorce, we help you manage the tax impact of life’s big changes.

Investment & Rental Income Reporting

We support U.S. citizens, dual residents, and non-residents with Canadian filing requirements and treaty-based solutions.

CRA Audit Support

If the Canada Revenue Agency (CRA) reaches out, we’re in your corner. Our team helps you respond confidently and resolve issues quickly.

Why Clients Choose HW Partners for Personal Tax

  • Responsive support, even during the busiest times
  • Advisors who understand your full financial picture
  • Year-round planning, not just once-a-year filing

Meet the Team Behind Our Personal Tax Services

Our Accounting & Assurance leaders bring both technical rigour and a relationship-first approach to every engagement.

Bailey Graham

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext. 3010

Brock McDonald

CPA, CA, CBV | Senior Assurance & Business Advisory Manager

Email

(613) 235-2000 Ext. 2910

Celine Fu

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext. 2350

Joshua Lamourie

CPA, TEP | Senior Tax Manager

Email

(613) 235-2000 Ext. 2940

Patrick McConkey

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext. 2560

Robin Lawrence

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext.2550

Sarah McKeown

CPA, CA | Assurance Manager

Email

(613) 235-2000 Ext. 2300

Spencer Brooks

CPA, CA, TEP | Tax Partner

Email

(613) 235-2000 Ext. 2490

Great client service starts with being present and responsive, even during the busiest times of year. I want my clients to feel supported, understood, and confident in every financial decision they make.

~ Nancy Nicks, Partner

From filing to future planning, our team is here to help.