Discounts available to seniors over 59.  Special discounts available to non-profit organizations and charities.

NOTE: in some circumstances disbursements charges and additional fees may apply.  These are always discussed and disclosed up front.

Whether you are a business client of ours or you simply need your personal taxes prepared we are here for you.

We will professionally and accurately prepare your individual T1 Federal Income Tax Return.  The return will be fully explained to you and you will receive a FULL copy of your return not just a couple of summary pages. 

Should you wish, and during applicable periods of the year and return status, we will Efile your return to Canada Revenue Agency at no cost to you.  This process speeds up your return, refund, and applicable credits and benefits to you.

All types of personal returns are prepared professionally by our office.  It does not matter if your return consists simply of a T4 or involves more complex tax transactions including capital gains, foreign income and treaty applications we can handle it.

When coming to our office for the first time for personal tax preparation call for a convenient appointment to review your tax needs and remember to bring the following:

• Prior year returns (at least the immediate prior year) We will review the return at no charge to you.  There may also be pertinent information in the package needed to accurately prepare your current return
• Your Notice of Assessment (NoA) from your last filing.  This is the paperwork you receive from Canada Revenue Agency which confirms the information in your tax return.  If you can not find your NoA you may obtain a copy by calling 1-800-959-8281 or you can go to MY ACCOUNT at the CRA website at www.cra.gc.ca.  Your Notice of Assessment will outline any changes to your filed return, provide carry-forward information, and details on any RRSP contributions, LLP balances, or HBP balances.
• All information slips including T4, T4A, T4A(P), T5, T4RSP, etc.  Also bring all RRSP/RSP contribution slips, social benefits payment records.
• Medical expenditure receipts.  Also ensure you inform us of any medical conditions existing in your immediate or extended family.  Such conditions can give rise to tax benefits and credits which can be extended to other family members.
• Charitable Donation receipts
• Tuition receipts T2202/TL11
• Information for any applicable credits and benefits including property tax statements, rental payments, dependant information and documentation.
• Should you have any foreign holdings which total $100,000 or more (Canadian) you will be required to disclose the applicable details
• If you have any businesses including farming or rental income which is operated as a sole proprietorship or partnership this information will be needed as well.  See our information on Sole Proprietorships, Partnerships, Farms, and Corporations for more information.
• If you are involved in sales activities or other positions in which employment related expenditures can be claimed bring all relevant documents and receipts.  These typically include automotive fuel & repair receipts, vehicle lease/ownership/financing documents, mileage logs, direct expenditure receipts, and household expenditure summaries (if applicable) including mortgage statements.  Also, don't forget the T2200 declaring the Conditions of Employment signed by your employer permitting the claim of such expenditures.
• If you have had any transactions which may give rise to capital gains exposure (including in some instances your principle residence) bring information on these items.  Such information can be complicated and you may wish to call us beforehand to review the needed papers. 
• Finally, bring all your tax preparation and planning questions.  We will be happy to assist you and provide guidance.  Should you wish, we can provide any guidance and advice in writing and if the matter requires detailed analysis we can arrange a separate appointment to fully address the matter (see Personal Tax Planning below).
  

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• Government Correspondence & Audit

If you've been contacted by CRA or other government agencies or ministries regarding tax issues give us a call.  Audits and reviews are nothing to be afraid of and you should not be intimidated by them.  We can assist you in any dealings with the government.

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