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Personal
Tax Services
We offer convenient, accurate, and affordable
preparation of all types of tax returns. We’re equipped
to handle any tax situation, including personal returns,
rental properties, estate/trust, U.S. and more. We’ll
make sure that you get the maximum refund possible. We
guarantee it. And we provide you with 12 months of tax
support with every return we do for you.
If you can’t make it to one of our offices, we’ll come
to you. We can prepare your tax return in the
convenience of your home or office. Or you can use our
pick-up and delivery service. Simply drop off your
paperwork, then pick up your completed return.
Checklist:
This checklist is to assist you in organizing your tax
information. The deadline for filing personal income tax
returns is April 30th each year, and for personal tax returns
with business income the deadline is June 15th.
INCOME
T4 or T4A If you were employed during the year.
T4A (OAS) If you received Old Age Security
T4A (P) If you received Canada Pension Plan Benefits
T4A (RRSP) If you received pension income
T4A (RRIF) If you received pension income
T4E If you received Employment Insurance benefits
T4RSP If you received proceeds from your RRSP
T4RIF If you received proceeds from your RRIF
T5 If you received dividends or interest in the year
DEDUCTIONS
Please provide official receipts for any of the
following items that are applicable to you:
RRSP Contributions
Union Dues
Medical Expenses
Charitable Donations
Political Contributions
Tuition Fees
Child Care Expenses (name, address & SIN of provider)
Attendant Care Expenses (name, address & SIN of
provider)
Alimony payments (name, address & SIN of recipient)
Separation Allowance (name, address & SIN of recipient)
Child Support (name, address & SIN of recipient)
Disability Amount (a completed T2201 from your physician
for 1st time claims)
Have you incurred any of the following expenses related
to investments or other income earning activities?
Interest expense
Management or Administration Fees
Safety Deposit Box
Carrying Charges
Professional Fees
Do you incur employment expenses such as promotion,
auto, travel etc.? If so you may be able to claim
employment expenses as long as your employer will
complete a T2200. Please speak to one of our
representatives for information.
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