TAX SERVICES

 

OUR TAX ACCOUNTANTS SAVE YOU MONEY AND HEADACHES

By using a CPA to prepare your tax return, you:

  • Maximize your deductions
  • Minimize your tax payable
  • Maximize your refund
  • Realize tax planning opportunities

Our objective is to make your interaction with CRA stress free.

IT PAYS TO HAVE YOUR TAX RETURN PREPARED

BY A PROFESSIONAL!

Our approach:

  • Meet our client to fully understand their circumstances
  • Listen to your needs and develop a plan
  • Utilize our professional experience and training
  • Maximize deductions  
  • Identify planning opportunities
  • Minimize tax payable or maximize your refund
  • Follow up on any post filing issues or re-assessments
  • We are here for our clients all year, not just in tax season.

Here for you:

Unlike seasonal tax preparers, we are part of the community year round and available to resolve your issue when you need us.

Professionally trained:

Chartered accountants undergo extensive training to obtain their designation.  On top of a university degree we must pass extensive testing to prove our knowledge of accounting and tax prior to being able to practice.  Seasonal preparers simply do not receive the same level of training nor do they have the same level of experience.

Experienced:

Dave Boomer has been preparing tax returns for our clients since 1986.  Seeing the vast majority of our clients return each year speaks to their confidence and our abilities.

Resources:

Book a consultation today!

 

PERSONAL TAX CHECKLIST

TAX SLIPS

  • T3 (Mutual funds, REITS, ETFs)
  • T4 (Employment income)
  • T4A (Certain scholarships)
  • T4A (Other pensions & annuities)
  • T4E (EI Benefits)
  • T4A-OAS (Old Age Security benefits)
  • T4AP (CPP benefits)
  • T4 RSP (RRSP income)
  • T4 RIF (RRIF income)
  • T5 (Investment income (interest, dividends, certain capital gains)
  • T5007 (Worker’s compensation benefits and/or social assistance payment)
  • T5013 (Partnership income)
  • T2200 (Conditions of employment/allowable employment expenses)
  • T2202A (Tuition)
  • RC62 (UCCB benefits)
  • T101 (Exploration and development expenses)

RECEIPTS

  • RRSP contribution slips
  • Medical expenses
  • Transit pass receipts
  • Charitable donation receipts
  • Political donation receipts
  • Interest paid on your student loans
  • Other interest expenses
  • Carrying charges (including safety deposit box)
  • Child care expenses
  • Children’s fitness and arts receipts
  • Adoption expenses
  • Child support/alimony payments or receipts
  • Moving expenses (including realtor’s commissions)
  • Work-space-in-home expenses
  • Tool expenses (trades persons)
  • Exams for professional certification
  • Receipts for your rent/property tax (certain provinces only)
  • Attendant expenses for a disabled person

OTHER DOCUMENTS/INFORMATION

  • Amounts you have paid in tax installments
  • Last year’s notice of assessment or reassessment (for carry-forwards)
  • Other CRA correspondence
  • Other carry-forwards (for example, use-of-home expenses)
  • Capital gains and losses information for stocks, bonds, real-estate, etc.
  • Disability tax credit certificate
  • Rental income & expenses
  • Small business income & expenses
  • Commissioned employee expenses
  • Vehicle logbook (self-employed people & commissioned employees)
  • Volunteer firefighter’s certificate
  • Northern residents information
  • Legal expenses to collect alimony, pension or retiring allowances
  • Business investment loss (if you invested in a company that went bankrupt)