services
Learn about my services
You can have peace of mind that your taxes will be prepared accurately, on time and that I will include all relevant deductions and credits that you are eligible for. I prepare all types of complex tax returns, including pension income splitting, rental income, employment expenses.
Personal Tax Returns
You can have peace of mind that your taxes will be prepared accurately, on time and I will include all relevant deductions and credits that you are eligible for.
Business Tax Returns
I offer my business clients the peace of mind in knowing that their interests are well represented.
Audits & Reviews
I help prepare you for a tax review by educating you on the process and ensuring you have all important records on hand.
Tax Coaching
I offer personalized tax coaching for clients seeking expert guidance on the complex world of taxes. With one-on-one support from a tax specialist, clients can make informed decisions to maximize their tax savings.
Whether you are up to date or years behind in filing, I can help with all aspects of your tax return.
Additional Services
- Year- Round Service
- Free E-filing
- Free 15 min consultation for new clients by phone, email, or in-person where available
- Late & Amended Tax Returns (as far back as 10 years)
- Seniors’ Government Application Forms
- Free previous years review - we can check previous tax returns for any errors and unclaimed deductions
- Referral To Corporate Taxes - T2 returns
- T3 Returns
The Tax Preparation Process
Gathering
All tax slips and pertinent information is gathered to start preparing your return.
Clarifying Questions
I contact you if I have any questions or need any clarification while I am working on your return.
Completion
Once your tax return is completed, I will review your tax return with you either in person, virtual meeting, or via telephone call.
Payment
Collect payment (Cash, e-transfer or certified cheque). View Pricing
Finalize
Tax return will be E-filed.
Additional Support
You will receive your Notice of Assessment. I will assist you with any CRA inquiries, reviews, re-assessments after taxes have been filed.