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Courtenay: (250) 334-3797 • Campbell River: (250) 850-1943     

Personal Services

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Personal tax services for individuals and families in Courtenay, the Comox Valley and Campbell River.

Whether you’re single or supporting a family, navigating finances, making financial decisions and making sure you’re receiving everything you’re entitled to can be difficult, especially as programs change. Let Ashcroft & Associates guide your way so you can feel confident that things are being handled properly.

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 and programs we can help individuals and families navigate:

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 help ensure your tax return is prepared accurately and to your best advantage. We offer affordable and accurate tax preparation for you and your family.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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New AirBNB Rules for British Columbians

Short-term rental rules can affect how rental income is reported and what expenses may be claimed. We can help you understand your tax obligations and prepare your return properly.

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