Families and individuals in Courtenay and Campbell River trust Ashcroft & Associates with their personal finances, including solid advice, tax returns and reviews.
Whether you’re single or a family, navigating finances, making financial decisions and making sure you’re getting everything you’re entitled to can be an impossible task. Especially as programs change. Let Ashcroft & Associates guide your way and feel empowered knowing that the professionals will do things right.
The staff at Ashcroft & Associates treat their clients like family—they work hard on your behalf to ensure that you and your family’s financial matters are in order. Here are some of the personal financial services, areas or programs we can help you navigate for individuals and families:
Individual & Family Tax Returns
Are you paying more personal income tax than you need to? We’d love to help you make sense of your tax—and we may even be able to find ways to improve it.
No matter how small or large your income and investments, Ashcroft & Associates will ensure your tax return is maximized. We offer affordable and accurate tax preparation for you and your family.
Assessments & Reviews
Every year the Canada Revenue Agency sends some taxpayers a request for more information. If you have received this letter but you don’t know what to do then contact us and we can explain what is happening and what is required of you in easy-to-understand language.
Lifelong Learning Plan
This allows you to withdraw up to $10,000 in a calendar year from your registered retirement savings plan (RRSPs) to finance full-time training or education for you or your spouse or common-law partner.
Home Buyers’ Plan (HBP)
Did you know that you can withdraw up to $25,000 from your RRSP to buy a qualifying home under the Home Buyer’s Plan?
Find out if you’re eligible or for more details on the program.
GST/HST Rebate for New Residential Rental Property
If you buy eligible residential rental property, you may qualify for a rebate of part of the GST or HST you pay on the purchase price.
GST/HST New Housing Rebate for New or Substantially-Renovated Homes
If you buy a new or substantially renovated home from a builder, you may qualify for a rebate of part of the GST or HST you pay on the purchase price.
GST/HST New Housing Rebate for Owner-Built Homes
An “owner-built” home is a home built on land you own. You may qualify for a rebate of part of the GST or HST paid on labour and materials. For more information on this rebate, contact us today or talk to your contractor.
Death Taxes
There can be up to three different tax returns that can be filed on behalf of a deceased family member in order to lower their taxable income and save them money. This can be a confusing and stressful process, but we can help.
Trust Returns
Are you an executor of a will? There are two kinds of trust returns. Which do you need to file?
We are experts with this process and can make it much simpler for you if you are the executor.