Personal Tax
At Puri Professional Services, we recognize that individual taxes can be a challenge for many people, particularly with the introduction of new tax laws and increasingly burdensome filing requirements each year. As a trusted group of CPAs serving customers throughout the USA and Canada for more than 25 years, we’re committed to making tax season easy for you.
It is our goal that every client be able to assert compliance with their tax obligations and maximize deductions, credits, and strategies to minimize liability. Whether your situation is complex or straightforward, and whether you have income from multiple sources, investments, or cross-border responsibilities, we will develop tailored solutions that give you added confidence and peace of mind.
Our Personal Tax Services Include
Personal Tax Preparation
We file your individual income taxes, including Form 1040 for employees (W-2), freelancers, and independent contractors. Our professionals work hard to ensure that all eligible deductions, credits, and adjustments are applied, so you never leave money on the table.
Tax Planning & Consulting
Saving on taxes takes planning throughout the year, not just filing once a year. We partner with you to provide the insight and information needed to help you successfully improve your tax efficiency position, aligned with your objectives.
Capital Gains & Investment Income
Reporting stock, real estate or investment income is rather complex. We advise you to meet the standards while also advising on how to position your investment to help minimize your tax.
Cross-Border Tax Services
Estate & Retirement Tax Planning: Preparing for tomorrow is as important as paying your taxes today. We will help you with estate planning, inheritance, and retirement income planning, so that you can safeguard your assets and provide financial security to those you care about most.
Estate & Retirement Tax Planning
Preparing for tomorrow is as important as paying your taxes today. We will help you with estate planning, inheritance, and retirement income planning, so that you can safeguard your assets and provide financial security to those you care about most.
CRA & IRS Representation
Being audited, reviewed or questioned by the CRA or IRS can be a daunting process. Through our experienced representation, you will have the peace of mind that professionals are managing your case, fighting for you, to achieve the best possible result.
Why Personal Tax Services Matter
Filing personal taxes is more than just an annual responsibility – it’s also a critical aspect of how well you are looking after your financial wellbeing. Even simple errors or omissions in filing can lead to lost deductions, penalties and/or over-payment of taxes. Conversely, with strategic tax planning, you release money for both savings, investment and future goals. Because you rely on experienced CPAs with a solid understanding of both U.S. and Canadian tax systems, who can provide expert guidance to protect your income, secure your assets, and keep you in compliance. At Puri Professional Services, we sit down with you to delve into your specific scenario, so we can offer tailor-made solutions that benefit you financially year after year.
Get Started Today
We at Puri Professional Services value your time, peace of mind and more. Place your personal taxes in our hands, and you’ll eliminate stress, curb risks, and produce better financial outcomes. Whether you need simple assistance completing your filing or are looking to find help with tax planning for complex financial situations, our team of seasoned CPAs can assist. We offer an exceptional level of personal service, advice based on careful consideration and analysis, and proven strategies that extend beyond basic compliance requirements – all designed to help you achieve your financial objectives.