Edward Jones Limited Partner Tax Returns

If you are an Edward Jones Limited Partner in the United States and are looking for someone to prepare your Canadian T1 non-resident tax return, we can help.

The partner of this accounting firm was a long-time Edward Jones LP in the Mississauga Home office who had responsibility for the Canadian Finance Department. He is has the skill and experience to assist you with your T1 – NR.

Why File The Canadian Tax Return?

tax dayBy filing a Canadian tax return, you can report to the CRA your share of the partnerships losses in Canada. As Canada approaches profitability, you will be able to Carryforward and use these losses against future income.

If you do not file a Canada tax return, you cannot use the losses against the future income and the ability to back file will be limited.

How it Get Started

The process to have Dean Paley, Certified General Accountant file your Canadian non-resident T1 is simple:

1. Download and print the Confidential Questionnaire.

2. Fax the questionnaire and your Canadian T5013 to our toll free fax:

1-866-373-9892

3. Make your payment ($55.00 CDN*) via PayPal by clicking here.

Once we receive your fax and payment, we will prepare your Canadian tax return and forward you a copy via our secure porthole. You simply sign where indicated and return the signature page to us.

* The fee is per year. If you are looking for miltiple years to be filed, we are more than pleased ot assist you. If you have any question, please call our office at 1 (289) 288-1206.

Alternate Options & Questions

If you prefer send us your information by mail or would like to make your payment over the phone, please call us at 1 (289) 288-1206 and we will be pleased to assist you.

Dean Paley

A graduate of Simon Fraser University, Dean started and operated an independent painting company while perusing a degree at SFU. After graduating from Simon Fraser, Dean entered the Certified General Accountants Program of Professional studies where he obtained the professional CGA designation. After a number of successful years as the head of finance for the Canadian operations in a global financial services firm, Dean moved into a marketing role and established and launched a tax, estate and financial planning support department and service to advisors and clients. During this time Dean successfully obtained the Certified Financial Planner (CFP) designation. Dean has been a member of the Canadian Forces Reserve spanning three decades serving in the Royal Westminster Regiment (B.C.), the Military Police and later as a commissioned officer in the Cadet Instructors Cadre in Hamilton Ontario. Dean Paley CGA CFP has been interviewed and quoted in major media such as the National Post, Financial Post, Toronto Star, Canadian Business, Money Sense and Investment Executive. Dean is married to his lovely wife Deborah and has four lovely children.