Twain Tax Services

Personal Tax Filing

Built Around Your Bigger Picture
Professional T1 Preparation, Reviewed by a CFP®

Twain Tax Services is the personal tax division of Twain Financial. Since 2014 we've prepared and filed personal tax returns for over 400 clients across BC — efficiently, accurately, and with the same attention to detail we bring to our financial planning work.

Most tax services are transactional — they report the past without connecting it to the future. At Twain Tax Services, we treat your tax return as a diagnostic tool — a starting point for understanding how your tax picture connects to your broader financial goals, not just a year-end obligation.

  • Personal tax division of Twain Financial — over 400 BC clients filed since 2014
  • We treat your return as a diagnostic tool, not just a year-end obligation
  • Your return is reviewed by a CFP®, not just processed
  • We look for tax optimization opportunities your return may reveal
  • Anything outside T1 scope gets referred directly to our CPA partners
Beyond the Filing
  • Coordination Review
    Your return is reviewed by a CFP®, not just processed. We look for gaps between your tax return and your broader financial picture — surfacing planning questions worth exploring such as income splitting, investment coordination, and retirement strategy.
  • CPA Referral Network
    For situations beyond T1 scope — corporate filings, estate returns, and non-resident tax — anything outs
How It Works

Key Points About Our Tax Filing Service

Secure link for easy document uploads
Smart guided questionnaire to maximize eligible deductions and credits
Quick replies within 1–2 business days
3-business-day turnaround once documents received
Detailed tax report and summary
Pay only after your tax is completed
Complimentary 20-minute tax review call
Reviewed by a CFP®, not just a tax preparer
Secure document upload link
Smart guided questionnaire
Replies within 1–2 business days
3-day turnaround once docs received
Detailed tax report & summary
Pay only after completion
Complimentary 20-min tax review call
Reviewed by a CFP®, not just a tax preparer
Pricing

Personal Tax

Basic T1
$75
Includes
  • Tax checklist and guided questionnaire
  • 20-minute phone consultation
Slips & Deductions Included
  • T4, T5, one T3 (additional T3s: $10 each)
  • RRSP / FHSA receipts
  • Donations, medical expenses, child care
  • Tuition (T2202A), student loan interest
  • Investment loan interest expense
Additional Fees
Self-Employed / Unincorporated
T2125 no expenses · T2125 with expenses · GST Return
$50 / $150 / $75
Employment Expenses
Including home office expense (T2200)
$75
Rental Property
Client to provide income & expense summary
$150
Capital Gains / Loss
Complex situations may require CPA referral
$100/hr
Foreign Assets or Income / T1135
Complex situations may require CPA referral
$100/hr
Prior Year T1 Adjustment
Existing clients only
$50
Other Services
$100/hr
Referred to CPA Partners
  • Bookkeeping
  • Non-resident returns
  • Final tax return
  • T2 Corporate Tax Return
  • T3 Trust Return
BC Tax Residents Only

Request tax filing services today.

Twain Tax Services is the personal tax division of Twain Financial. Fill out the form below and we will follow up within 24 business hours — handled by a CFP® professional with the same attention to detail we bring to our financial planning work.

Please note: our tax service is designed for BC residents with relatively straightforward situations. If your return involves significant complexity, prior year corrections, or corporate filings, we will let you know upfront whether we are the right fit or refer you to one of our CPA partners.
Personal Tax Returns T4 & Investment Income Self-Employed & Sole Proprietors Rental Property Income BC Residents Only CFP® Strategy Review Included