From simple taxes to complex taxes, from employed to self-employed, from drivers of taxis to drivers of trucks, from rental income to business income, from investment income to splitting of income, residency returns to special election returns, we have the experience and expertise to help you in the most affordable way and to the best of your advantage.
With Tax services, we offer:
Review of previously filed Taxes
Audit and Assessment Services
Tax Time: What to take when you go to file your taxes, a quick checklist
We have compiled a list of important tax related items that are most frequently used. We want to maximize your tax refund and it is only possible if you take benefit of each and every tax credit and deduction that you are entitled to. Please note that this checklist is not just limited to the items listed below. Based on your unique personal situation, there can me more or less credits or deduction that you can use for your advantage. If you have any questions, please do not hesitate to contact us.
T-slips T3 From Bank/Mutual Fund Co., for Interst, Dividends, Capital Gains T4 Employment Income T5 Bank/Mutual Fund Co. for Interst, Dividends, Capital Gains T4E Employment Insurance T4A Different Institutions, Pensions, Annuities, Commissions, Business Income T2202A University/College Tuition / Education receipts T5007 Social Assistance Payments or Workers's Compensation Payments T4A (P) Canada Pension Plan Benefits T4A (OAS) Old Age Security Benefits
Some Additional Slips and Where to Find it RRSP (When you contribute in RRSP) T4RSP (When you cash out RRSP) Home Buyers Plan (Notice of Assessment) Life Long Learning Plan (Notice of Assessment)
Additional Income/Deductions Union or Professional Dues (Deduction) Support Payments (Income or Deduction) Foreign Income (Income) Rental Income (Profit/loss) Business (Income) Self Employment (Profit/loss) Investment Income (Income) Carrying Charges and Interest Expense (Deduction) Moving Expenses (Deduction)
Tax Credits Public Transit Pass receipts Medical Expenses Charitable Donations Political Contributions Student Loans Interest
Dependent(s) Information RC62 UCCB (Universal Child Care Benefit) Child Care Expenses T2202A or TL11 (Tuition) Children's Fitness Amount Children's Art Amount Ontario Children's Activity Credit * If any child turning 19 before April 1st of next year
Property Tax Credits: Rent/Property Tax paid
Installment Payments If you paid taxes in advance
Some Other Documentation Bring your Notice of (Re)Assessment T2200 Decalation of Conditions of Employment Documenation related to sale of Stocks/Shares, Bonds, Real Estate