MY VIRTUAL TAX ADVISOR™
How to use My Virtual Tax Advisor™ ?
Step 1: Ask Your Question
Ask one question at a time—clear, direct, and precise. The more detailed your question is, the more detailed the answer will be.
✅ Example of a good question:
“If I sell my secondary residence in Florida, do I have to report a capital gain in Canada?”
❌ Example of a bad question:
“Do I have to report a capital gain?”
Step 2: Describe Your Facts
Present your facts in bullet-point format, with clear and quantified details. The more information you provide, the less room there will be for interpretation in the response.
Example:
-
I have been a tax resident of Canada since 2008.
-
The secondary residence was purchased in 2015 for $200,000 CAD.
-
The current estimated market value is $450,000 CAD.
-
No rental income has been generated.
Step 3: Enter Your Information to Continue Your Conversation with My Virtual Tax Advisor™
Before starting your experience with My Virtual Tax Advisor™, please identify yourself first. This will allow us to personalize your experience and keep a history of your conversations to better support you.
Step 4: Book an Appointment with a Certified Tax Law Expert to Validate the Tax Opinion
Any of the Tax Opinions generated virtually has not been reviewed by the tax professionals at Luc Dubé & Associates Inc. As a result, they may contain errors, omissions, or incomplete interpretations.
We strongly recommend scheduling a consultation with a qualified member of our team to validate, certify, and confirm the information presented in these documents or on our website.
The content provided should not be used as the sole basis for making tax or financial decisions. Always consult a tax specialist holding a Master’s degree in Taxation from a recognized Canadian university before acting on any such information.