Personal and Estate Tax Services

From the simplest of tax returns to the most complex estate plans, the tax advisors at MacPherson Roche Smith provide high quality, timely and cost-effective tax services to all of our clients. Some of our personal and estate tax services include:

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    Income Tax Compliance

    At MacPherson Roche Smith we ensure our clients meet all of their filing requirements, on time, and help them to obtain the largest possible refund.

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    Estate Planning

    Our team of tax professionals will develop comprehensive plans to meet our clients goals for estate planning, while minimizing tax exposure, including a review of the Last Will and Testament to make sure your wishes are carried out in the most tax effective manner and reviewing your existing assets and investments for tax issues and opportunities.

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    Final/Estate Return Compliance

    At your most difficult time, our tax advisors can help you navigate the numerous tax consequences of the passing of a loved one and help you to avoid paying any unnecessary taxes.

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    Income Tax Appeals and Objections

    Sometimes the Canada Revenue Agency disagrees with your filing position. At MacPherson Roche Smith, we can prepare appeals or objections to Income Tax Reassessments that will provide a solid argument based on legislation and case law to explain the facts to the Canada Revenue Agency.

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    Voluntary Disclosures

    With the complexity of the Income Tax Act, sometimes things get missed. Our tax professionals can assist you in disclosing prior year errors and omissions to the Canada Revenue Agency under the Voluntary Disclosures Program in order to reduce or avoid penalties and interest.

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    Non-Resident Dispositions

    We can assist with Preparation of T2062 Certificate of Compliance requests when a non-resident disposes of a Canadian Property.

For more information, please contact our Tax Partner, Ryan Pineau, CPA, CA at 902-566-2566 or rpineau@macphersonrochesmith.ca.

We offer a variety of accounting, tax and advisory services for the public, private and non-profit sectors.

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    Accounting Services

    We provide a full range of accounting and assurance services. Our senior professionals have in-depth business and financial reporting experience across private, not-for-profit and government sectors.

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    Consulting Services and Special Studies

    We are proud to be your full-service partner whose quality assurance and reliability extends well beyond the traditional areas of audit, accounting and tax services.


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    Corporate Tax Services

    From annual filing of your business’ tax returns to corporate reorganizations, our team of knowledgeable tax professionals uses their training and experience to make sure your affairs are structured in the most tax effective manner.

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    Mergers and Acquisitions

    We are proud of our 30 years of experience assisting clients with the complex issues related to the purchase, sale or merger of business enterprises.


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    Personal and Estate Tax Services

    From the simplest of tax returns to the most complex estate plans, the tax advisors at MacPherson Roche Smith provide high quality, timely and cost-effective tax services to all of our clients.

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    Litigation Support

    MacPherson Roche Smith has provided high quality litigation support services to major regional and local law firms, and their clients, for over 25 years.

70 Kent Street (Suite 200), Charlottetown
Prince Edward Island C1A 1M9
Phone: 902-566-2566
Fax: 902-368-3558
Email: info@macphersonrochesmith.ca