1. Do I have all the necessary documents and paperwork to prepare my return?

If you are a new client of the firm it is difficult to know whether you have all the necessary documents. Everyone’s situation is different. The best way to determine whether we have all that we need to prepare your return accurately is to provide us with a copy of the previous year’s tax return and Notice of Assessment. If you are a returning client we can compare your current year’s paperwork to that of the previous year and advise you as to whether any additional documents are required.

2. What do I need to send you or bring with me to our meeting?

This depends on your personal situation. Please begin by completing our tax info organizer and submitting it to us by fax or e-mail. Once we have reviewed this we can better advise you as to what we require. It is always a good idea to have the previous year’s return and Notice of Assessment with you as this provides us with most of the information we require to get started.

3. What if I can’t find my Notice of Assessment?

If you can’t find your previous year’s Notice of Assessment you can call Canada Revenue Agency’s general inquiries line at 1-800-959-8281 and request a copy.

4. I’m self employed – What can I claim as business expenses?

This is a difficult question to answer as it depends on the nature of your business. As a general rule of thumb, however, you can claim most expenses incurred for the purpose of earning your self employment income

5. How long will it take to prepare my return?

Unlike larger tax preparation firms that hire temporary help during tax season in order to prepare as many returns on the spot as possible, we give all returns the attention they require in order to make certain that the return is prepared accurately and completely. We ask for 10 business days to prepare your return beginning from the date we receive all the necessary documents.

6. How much do you charge and how do I pay you for your services?

For an explanation of our pricing policy please visit our ‘Pricing My Return’ page. Depending on the method of delivery you choose for your tax return we will either require a cheque upon delivery or we will invoice you by Canada Post or electronically via Pay Pal. If we receive your return after April 15th we ask for payment upon acceptance of the return.