Start with your circumstances.
Employment, retirement, family changes, tuition and other income can all affect the information needed for your return. We discuss your situation and prepare the individual returns within the agreed scope.
For couples and families, information can be coordinated while each taxpayer’s return remains separate.
What the work can cover.
- Individual income tax return preparation and filing.
- Review of applicable deductions and credits using the information provided.
- Coordinated preparation for couples and families.
- Questions about your notice of assessment or CRA correspondence, where included.
- Discussion of the records needed for self-employment or rental activity, if applicable.
Gather before you begin.
Collect relevant tax slips, receipts, your prior return, latest notice of assessment and notes about changes during the year. Tell us about missing slips or additional sources of income. More involved situations need a separate scope discussion.
Clear scope, clear expectations.
Fees depend on the returns and records involved. We will discuss the scope and quote before work begins; a refund or particular tax outcome cannot be promised.
Let’s find the right starting point.
Tell us what you need and we’ll discuss scope, timing and fees before work begins.
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