Tax Preparation Services

Raymond James provides Canadian income tax return preparation services to clients who are individuals, corporations, estates and trusts. Building from a very successful tax practice that has been operating for over 20 years, this practice is now offered to our clients.

The Tax Preparation team is comprised of Chartered Professional Accountants (CPAs) who have specialized in taxation with over 20 years of experience. Our CPAs have specialized training including Masters of Laws (Tax) and completion of the Chartered Professional Accountants In-Depth Tax Program.

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Tax Service Brochure

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Tax Preparation Services

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