Get in touch

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We’re excited to chat more about working with you!

If you’re interested in working with us or simply have a question, submit a message below and we’ll get back to you within 2 business days:

Drop off address:

29115 Florence Rd
Thamesville, ON
N0P 2K0

T: 519.350.6616

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FAQ’S

  • Personal income tax returns start at $100 plus HST.

  • Monthly bookkeeping services start at $250 per month (plus HST) and are based on the number of transactions per month and number of accounts to balance.

    If you need a custom package, click here to reach out to us and we’ll put one together for you.

  • Payroll services start at $150 per month (plus HST) for under 10 employees per month.

    If you need a custom package, click here to reach out to us and we’ll put one together for you.

  • Using accounting software, we keep track of every transaction (every dollar brought into and spent from the business) in every account that a business operates from.

    We then reconcile that on a monthly basis and submit any taxes that are required to the government on your behalf.

  • We use:

    • Quickbooks Online to complete all bookkeeping and generate reports.

    • Your online banking is connected directly to Quickbooks Online so we’re able to receive all the transactions in and out.

    • Dext (formerly called Receipt Bank) to capture both digital and physical expenses.

    The great news is that when you work with us, you don't have to look at the complicated software at all! We take care of all the hard work for you.

    Subscriptions for all the software is included in your monthly fee from us, so you’ll never pay for anything else.

  • This list is by no means exhaustive, so if you have any questions, just ask us!

    Here’s a general list of what you can write off for your income tax return:

    • Business purchases and supplies

    • Any cost of good sold directly related to the products that you are purchasing

    • Insurance

    • Interest and bank charges

    • Advertising

    • Auto expenses

    • If you work from home, you can write off some home expenses, taxes, and mortgage interest for your home office

    • Rent

    • Subcontractor fees

    • Legal and professional fees

    • Payroll and expenses

    • Cell phone and internet

    • Repairs and maintenance

    • Meals, entertainment and travel that directly relate to the business

  • Personal income taxes in Canada are due on April 30th. If you are a sole proprietor or a business owner you have until June 15th.

  • You can file your income tax return in Canada after March 1st.

  • Here is the list of all documents and information you’ll need to collect for us to complete your personal income tax return in a timely manner:

    Tax Slips and Notices

    • T4 and/or T4A

    • T4A(P), T4(OAS), T4E, T4RSP and/or T4RIF

    • T5

    • T3

    • T5013

    • T5008, etc.

    • 2021 Notice of Assessment and/or Reassessment

    Business Income and Expenses

    • Proof of self-employed business income or expenses

    • Employment expenses (for employees only)

    Other Income or Expenses

    • Rental property income

    • Sale of real estate (including principal residence)

    • Alimony and/or child support

    • Sales of securities (i.e., stocks, mutual funds) in a non-registered account

    Deductions and Credits

    If you have any, you’ll need to provide supporting documents or a summary for:

    • Ontario Staycation Tax Credit

    • Medical expenses

    • Charitable and/or political donations

    • RRSP contributions (including the first 60 days of 2023)

    • Post-secondary tuition (T2202, TL11A) and examination fees or interest paid on student loans

    • Paid union or professional dues

    • Rent

    • Property taxes

    • Investment management/counsel fees for non-registered accounts

    • Interest paid to earn investment income

    • Child care expenses

    • Moving expenses (at least 40km closer to work or educational institution)

    • Eligible educator school supply expenses

    • Home accessibility expenses (renovations to improve accessibility, safety, or functionality)

  • The current answer is no (although you used to be able to).

    The only sports you can write off are any camps that would be considered day care, day camp or an overnight camp where there is a childcare portion at the same time.

  • Sometimes things slip your mind, so here’s a list of things commonly forgotten when filing a personal income tax return:

    • sale of any property (including your principle residence)

    • sale of any securities (stocks and mutual funds)

    • alimony or child support

    • if you worked from home for more than 50% of the time for at least 4 consecutive weeks in 2022

  • Yes! There’s a new tax credit called the Ontario Staycation Tax Credit that can be applied to your 2021 and 2022 income tax return.

    If you’ve travelled within Canada you can claim up to 20% of your eligible expenses up to $1,000 for an individual or $2,000 for a family.

    This can be applied to:

    • Hotel or motels

    • Resorts or lodges

    • Bed and breakfasts

    • Cottages

    • Campgrounds and campsites

    • Vacation rentals