Taxation

 Small Business & Personal tax services

·    Personal income taxes (Federal & All Provinces)

·    Self-employed returns

·    Sole proprietorship & partnerships

·    Capital gains and investment income

·    Rental property income

·    Prior year tax returns

·    Tax planning & strategies

Corporate services

·    T2 Corporate Tax Return Preparation

·    Monthly and Quarterly Bookkeeping

·    Corporate Year End Preparation

·    Financial Statement Preparation

·    HST return preparation

·    Tax planning & strategies

·    Cost reduction strategies for small business

Efile Services available for all returns. 

What documents that you may need to file your personal tax return:

Slips:

  • Canada Pension Plan Benefits (T4AP)  
  • Employment Insurance Benefits (T4E)
  • Employment: Year-to-Date Pay Stubs If No T4 Issued (T4)
  • Investment Income: Interest, Dividends, Capital Gains (T3 & T5)
  • Old Age Security Pension (T4OAS)
  • Other Pensions and Annuities (T4A)
  • Registered Income Fund Pension Income (T4RIF)
  • Registered Retirement Savings Plan Contributions (RRSP)
  • Registered Savings Plan Income (T4RSP)
  • Social Assistance or Workers Compensation Income (T5007)
  • Tuition, Education, Textbook Amounts (T2202A)
  • Universal Child Care Benefits (RC62)

Receipts:

  • Adoption Expenses
  • Automobile Expenses
  • Carrying Charges
  • Charitable Donations (up to 5 years)
  • Child Care Expenses
  • Child or Spousal Support
  • Children’s Fitness Receipts
  • Home Renovation Receipts
  • Interest Paid on Student Loans
  • Interest paid to Earn Investment Income
  • Medical Expenses (e.g., dental, prescriptions, eyewear, doctors fees, med insurance premiums)
  • Moving Expenses
  • Political Contributions
  • Public Transit Receipts
  • Rent or Property Taxes
  • Safety Deposit Box Fees
  • Tool expenses for Tradespersons
  • Travel Expenses
  • Union Dues or Professional Fees
  • Workspace-in-Home Expenses

Other Documents That May Be Required:

  • Business or Professional Income and Expenses
  • Canada Revenue Agency Notices, Letters, Correspondence
  • Claim for Meals and Lodging (signed by employer) (TL2)
  • Court Order or Separation Agreement
  • Declaration of Conditions of Employment (filled out and signed by employer) (T2200)
  • Details of Purchases and Sale of Investments (stocks, bonds) or Real Estate
  • Disability Tax Credit Certificate (filled out by physician) (T2201)
  • Northern Residence Deduction Particulars
  • Notice of Assessment and Re-Assessment for Last Year
  • Rental Property Income and Expenses