Is the tax cloud looming over your head?
Income taxes don’t have to be stressful.
Let us help you get the biggest tax return (or pay the smallest amount) possible and avoid fines and penalties.
Ready to get started?
Complete our Personal or Business Intake form and be sure to email it to us no later than March 31, 2024.
What to expect
Our goal is to make the tax return process as easy as possible—so easy, in fact, that you don’t even need to leave your house!
Step 1: Intake Form
Step 2: CRA Authorization
We will send you an authorization form that allows us to access your CRA account and past tax information.
Step 3: Send Tax Documents
Next, you will send us all tax-related documents that we will use to process your return, in addition to the information provided in the Intake Forms and Worksheets
Step 4: Sign Your Return
We will send you a secure link for you to review and sign a copy of your return.
Step 5: You’re Finished!
Once approved, we will process your return within 5 business days.
Have Questions?
Still have questions about the process? Would you feel more comfortable with an in-person experience? Send us an email, and we would be happy to answer your questions and work with you on a process that you feel most comfortable with.
“What sets Amanda apart is her compassionate approach to client service. She takes time to understand my unique needs, providing personalized solutions and advice. Her attention to detail is commendable, leaving no stone unturned to ensure accuracy and compliance.”
-Braydn Millson
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Personal income tax returns start at $100 plus HST.
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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.
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You can file your income tax return in Canada after March 1st.
FAQ’S
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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.
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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
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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)