Personal Tax
Employees, investors, newcomers and retirees.
- T1 personal returns
- Foreign income and assets (T1135)
- Capital gains and investment income
- Rental property income
- Family credits and benefits
- Newcomer and departure returns
Numbers tell a story,
we lead to victory.
At PANTAX, we believe great accounting isn’t just about numbers — it’s about people, trust, and progress. We help individuals and businesses navigate taxes and growth across Canada, the U.S. and Australia. Our team is here to make things simple, clear, and right for you.
Languages
English · 廣東話 · 普通話
You’ll always be understood. We work in English, Cantonese, and Mandarin.
Cross-border tax
Canada · United States · Australia
One team across three tax systems. We handle cross-border tax and accounting.
Services
Filing in more than one country?
One team handles it all.
We’re based in Canada, and we do the U.S. and Australian work ourselves.
CA
Canada
Full-service practice — filing, bookkeeping, payroll and CRA representation.
001
002
Corporate Tax
Sole proprietorship through incorporation and beyond.
- T2 corporate returns
- Registration and incorporation
- CRA account setup
- Self-employed reporting (T2125)
- Salary versus dividend planning
- Instalments and remittances
003
Bookkeeping and Payroll
Books kept current, so year-end is never a scramble.
- Monthly and quarterly bookkeeping
- GST/HST registration and filing
- Payroll and source deductions
- T4 and T5 filing
- WSIB reporting
- System setup and cleanup
004
CRA Audit Support
From the first letter through to appeal.
- Review and verification requests
- Audit document preparation
- Correspondence on your behalf
- Notices of objection
- Appeals support
- Voluntary Disclosures Program
005
Advisory
We read the numbers with you — where the margin goes, and what to do before year-end.
- Tax planning — before year-end, not after
- Margin and profitability analysis
- Operating performance review
- Cash flow forecasting and budgeting
- Holding structure planning
- Internal controls
- Year-round support
US
United States
For Canadian owners operating, selling or holding assets across the border.
006
Entity and Registration
Setting the structure up correctly the first time.
- U.S. company registration
- Amendments and dissolutions
- Federal EIN applications
- Registered agent coordination
- State registration
- Ongoing state compliance
007
U.S. Corporate Filing
Federal, state and sales tax obligations.
- Federal corporate returns
- State corporate returns
- Sales tax permits and filing
- Nexus review
- Foreign-owned entity reporting
- Ongoing state compliance
008
U.S. Personal Tax
U.S. citizens and U.S.-source income.
- Federal and state individual returns
- Non-resident returns on U.S. income
- Foreign tax credits and treaty positions
- Foreign account and asset reporting
- ITIN applications and renewals
- Catching up on missed years
AU
Australia
For clients with Australian income, assets or residency ties.
009
Individual and Tax Residency
Which country you are taxed in changes everything. We work that out first.
- Individual tax returns
- Working out where you are taxed
- Departure and arrival year returns
- Foreign income reporting
- Rental and investment income
- Capital gains on disposal
010
Business Compliance
Keeping the Australian side current.
- Company and trust reporting
- GST registration and filing
- Business activity statements
- Cross-border income between Australia and Canada
- Treaty position review
- Record-keeping setup
011
Advisory
The same read on the numbers, applied to the Australian side of the business.
- Cross-border tax planning
- Margin and profitability analysis
- Operating performance review
- Cash flow forecasting and budgeting
- Structure review between the two countries
- Year-round support
How we work
Four steps,
and no surprises on the invoice
Step 01
Consultation
Thirty minutes on your situation and filings. No charge.
Step 02
Written quote
Scope and fixed fee in writing before anything starts.
Step 03
Preparation
Documents collected securely, then reviewed with you.
Step 04
Filing
Filed electronically, assessment confirmed, followed up.
Why Pantax
A tax return records last year.
We help you plan the next one.
How most firms do it
- You see your accountant once, at filing season
- No planning between deadlines
- Numbers recorded, but never explained
- No view on where the business is heading
- Compliance gaps surface only when the CRA asks
- Questions wait days for a reply
- Fees appear after the work is done
Working with Pantax
- Support through the year
- Planning ahead of the deadline
- We analyse your margins and show you where the profit goes
- Advice on growing the business, not just filing it
- Your books and filings kept compliant year-round
- A reply the same business day
- Fixed fee agreed in writing up front
Behind our brand
At Pantax, every colour you see isn't just a design choice.
Every soft tone in our brand — the gentle beige, the classic blue, the warm brown hues, and the soft pink of his little nose — comes from our beloved cat, Ollie.
Though he's no longer with us, but not just to remember him, we want to pass on the feeling he gave us — comfort, trust, patience, and presence — to every client we now serve.
It's our story, and the heartbeat behind Pantax.
We Love Pets
Common questions
Before you get in touch
How much does it cost?
Fees depend on the filing and the state of your records, so we quote in writing after the first consultation. The consultation is free, and no work starts before you approve the quote.
Should I incorporate?
It depends on your income, how much you draw personally, your liability exposure, and whether you intend to retain earnings in the company. Incorporating too early adds cost without benefit — we run the numbers before recommending either way.
I just got a CRA audit letter and I am worried. What should I do?
First, take a breath — most CRA letters are routine reviews, not accusations, and they come with a fixed deadline rather than an immediate consequence. Send us a copy before you reply to anything. We will tell you what is actually being asked, get authorized as your representative, and deal with the CRA directly from there.
Can you take over from my current accountant?
Yes. We request prior-year filings and working papers, review them for anything outstanding, and take over from the next filing period. Mid-year transitions are routine.
Do you handle U.S. or Australian filings?
Yes. We work with tax and accounting specialists in each of those countries, so the filings are handled by people who work in that system every day — not sent off to someone you have never met. You stay with us, and we coordinate the rest. Nothing for you to chase.
Contact
Tell us your situation
@pantax_accountingTax tips, deadlines and updates — follow us on Instagram- Phone / WhatsApp
- +1 437 982 1357
- pantax1357@gmail.com
- Hours
- Mon–Fri 9:00–17:00
- @pantax_accounting