Services
We prepare and file personal income tax returns for individuals and families, and we represent clients in correspondence with the Canada Revenue Agency. Our work covers straightforward employment income as well as returns involving self-employment, rental property, investments, foreign income and life events such as the purchase of a first home, marriage, separation or retirement.
What we do
- Preparation and filing of T1 personal income tax returns, including prior-year returns that have not yet been filed.
- Review of deductions, credits and carry-forwards to confirm that every amount you are entitled to claim is identified and properly supported.
- Reporting of self-employment, rental, investment and capital gains income, with the supporting schedules required by the CRA.
- Planning for RRSP and First Home Savings Account contributions, the Home Buyers' Plan and other registered accounts.
- Responses to CRA reviews, notices of assessment, reassessments and requests for documentation.
- Adjustments to previously filed returns and voluntary disclosures where an error or omission has been identified.
Who this is for
Individuals and families who want their returns prepared accurately and on time, self-employed professionals who need clear separation between personal and business reporting, and anyone who has received correspondence from the CRA and wants it addressed properly. First-time filers, those returning to an accountant after filing independently, and clients who have had prior years reassessed or who have outstanding returns are all welcome.
What to bring
Tax slips and statements (T4, T5, T3, T4A, RRSP and FHSA receipts), your most recent notice of assessment, records of deductible expenses, and any correspondence received from the CRA. If you have a spouse or partner, their information will be required as well, since certain credits and benefits are calculated on a household basis. If you are unsure whether a document is relevant, bring it and we will advise.
Getting started
Contact us with a brief description of what you need and the tax years or filing period involved. We will review your enquiry and confirm whether we can assist, the scope of work, and the information required to begin. All new engagements start with a consultation to ensure that the work is properly understood before preparation begins. There is no obligation and no charge for the initial conversation. If we proceed, we will set out the scope and the fee in writing before any work begins. We accept new clients throughout the year and are not restricted to filing season. If a deadline is approaching, please note it when you contact us and we will prioritize accordingly.
Speak with us about your accounting and tax requirements.
Tell us what you need and we will respond with the next steps and the information required to begin.