To assist in preparation of Federal and Provincial Personal Income Tax Returns. This includes
1. Regular Return
2. Unlimited information slips (T3, T4, T5, rent receipt, medical receipts, donations)
3. ONE meeting included (if required BY APPOINTMENT) (phone or in-person)
4. Deceased/Final Return -
5. Disability Tax Credit Application, with follow up support
6. Complex investment reporting (SALE of shares, etc)
7. Ongoing advice/support throughout the year by email —
8. REVIEW of prior year’s tax return for NEW customers
MAXIMUM ONE-WEEK TURNAROUND TIME FOR FILING
Information Slips Can Include:
• Charitable Donation receipts
• Union Dues
• RRSP Income/contributions
• Student Loan Interest
• Child Care receipts
• Pension Income Splitting
• Medical Receipts
• Tuition and Education Amounts
• Support Payments
• Amount for Eligible Dependent
- Deceased/Final returns for regular circumstances. Does not include Trust returns
— Current year TAX advice, by email only pertaining to existing situation. If you have new business, new rental property or new situations arising in the current calendar year that you require advice, this will require additional analysis at an additional price
You confirm that all information necessary to compile your personal income tax return will be complete and accurate. We will not audit, review or otherwise attempt to verify the accuracy or completeness of any information provided.