Lesley Kennedy Personal Tax & Trust

Clear, Accurate, Reliable


A professional head shot of Lesley Kennedy

Lesley Kennedy, BComm-Acctg
Tax Accountant

Lesley is a tax accountant with over 14 years of experience specializing in personal and trust income tax preparation. She has her Accounting Diploma from the J.R. Shaw School of Business and graduated with distinction from Athabasca University with a Bachelor of Commerce in Accounting.

She brings a thorough, detail-oriented approach to every return and is committed to helping clients understand their tax obligations while ensuring full compliance with CRA requirements.

A long-time Strathcona County resident, Lesley has lived and worked in the community for over 30 years. She values building trusted, long-term relationships with her clients and providing reliable, personalized service tailored to each individual’s situation.

Office Hours:

Monday – Thursday:

9:00 AM – 6:00 PM

Friday:

9:00 AM – 4:00 PM

Saturday:

10:00 AM – 3:00 PM

Sunday:

[Closed]

Our Services:

Personal Income Tax Returns

Comprehensive preparation and electronic filing of T1 Personal Income Tax returns.

  • Review and organization of all tax slips and supporting documents
  • Reporting of all forms of income including employment, self-employment, investment, pension, support and rental income
  • Claiming eligible deductions and credits, including RRSPs, medical expenses, childcare, tuition, disability credits, charitable donations and more
  • Calculation of federal and provincial taxes payable or refunds
  • Assistance with installments, review letters, Notices of Assessment and Reassessment, and CRA follow-up
  • Prior-year and amended tax returns

Trust Income Tax Returns

Professional preparation and electronic filing of T3 Trust Income Tax Returns.

  • Review of trust deeds, wills, probate and relevant legal documents
  • Preparation and filing of annual T3 Trust Income Tax Returns
  • Reporting trust investment, rental, and business income
  • Allocation of income to beneficiaries and preparation of T3 slips
  • Compliance with current CRA trust disclosure requirements
  • Support with CRA correspondence, reviews, and reassessments
  • Late-filed and prior-year trust returns

Tax Advising

  • Sale of capital assets – capital gains
  • How separation and divorce affect your taxes and credits
  • Immigration and emigration taxes
  • Retirement planning

Commissioner for Oaths

What You Can Expect

  • Clear explanations and transparent communication
  • Accurate, compliant tax preparation
  • Reliable and timely filing with attention to deadlines
  • Personalized service tailored to you

Let’s Make Tax Season Simple.

Contact us to book an appointment or learn how we can support your personal or trust tax needs.