Precise tax preparation for investors with non-registered holdings.
What’s included:
- Schedule 3 capital gains and losses
- Dividend gross-up and dividend tax credits
- Interest and foreign investment income reporting
- Capital loss carryforward and carry-back application
- T5008, T3 and T5 slip reconciliation
- EFILE submission and NOA review
Who this is for: Investors with stocks, ETFs, mutual funds, or other non-registered investments.
Price shown is net of GST/HST. Applicable tax is calculated at checkout.








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