Personal Tax Return Services

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Personal Tax Return Services

Personal Tax Return Services

We offer professionally prepared personal tax filings completed by a CPA. We collect your tax information through a secure email and file transfer system. Our process allows us to make sure that you have claimed the appropriate tax credits and deductions with minimal effort on your part. Once we have completed preparation of your return, we will meet with you through Zoom online meeting and review everything before e-filing your tax return.

We will assist you with ensuring that your income is properly reported. The following income tax slip may be included in your income:

  • Employment Income – T4, T4A
  • Investment Income – T5, T3, T5008, T5013
  • Rental Income
  • Pension and Annuities – T4(OAS), T4A(P), T4RIF, T4RSP, T4
  • Income from Self Employment
  • Schedule of Capital Gain and Loss
  • Foreign Income
  • Other Income – T4E, T4PS, T5007, RC210

We also identify all the tax deductions to be included in your tax return so that your income tax is minimized. The following is a list of tax deductions that might be included in your tax return.

  • Employment Expenses- Form T2200
  • Investment Income- Non-registered Investment counsel fees
  • Expenses Relating to a Rental Property Income
  • Registered Retirement Savings Plan Contributions – up to March 1 of the following fiscal year
  • Membership Fees, Union and Professional Dues
  • Moving Expenses
  • Child Care Expenses
  • Alimony and Maintenance Payment- T1157
  • Disability Support Expenses
  • Allowable Business Investment Losses (ABIL)
  • Legal Fees
  • Stock Options
  • Income Tax Installments Paid
  • Pension Adjustment Reversal/Past Service Pension Adjustments- T10/T215
  • Fines, Penalties and Levies

Personal Tax Return Services:

  • Assistance summarizing eligible expenses and determining available tax credits and tax deductions
  • Comparing current tax return to the previous years return in order to ensure it is accurate and complete.
  • T1 Personal Income Tax Return preparation – from documents provided by the taxpayer and retrieved from the CRA website
  • Meeting to review the draft tax return prior to filing, and discuss any related issues
  • Electronic filing and CRA confirmation