|
Tax Preparation with E-file for $40 per person.
Simply drop off your tax return and we will contact you to book an appointment once your taxes have been completed. The average time frame to prepare the tax return is four business days.
We also offer a while you wait
service. Please book an appointment and specify this option.
*There is a fee if we have to re-file the tax return due to forgotten or missed tax slips. Please confirm that you have all of your tax slips prior to bringing them to us.
What is is needed for us to prepare your tax return?
- Copy of your 2009 tax return (if we did not prepare your 2008 return)
- Copy of your 2010 assessment notice and any other information received from Canada Revenue Agency
(CRA) in past year including instalment notices. Your notice of assessment from the previous year will
indicate both your contribution room and any undeducted RRSP contributions. This information is important in RRSP planning.
- Birthdate, current address and phone number with the best time to contact you.
Some Government Information slips to think about:
❑ T4 - Employment
❑ T4A (OAS) - Old Age Security
❑ T4A (P) - Canada Pension Plan
❑ T4A - Other pensions including foreign pensions
❑ T4RRSP – RRSP income and T4RRIF – RRIF income
❑ T5 - Interest and dividends
❑ T3 - Trusts, estates, insurance policies, mutual funds, income trusts
❑ T4E - Employment insurance
❑ T600 - Canada Savings Bond interest
❑ T5003, T5004 and – Tax shelter information
❑ T5007 – Worker’s Compensation income
❑ T5008 – Investment income
❑ T5013 – Partnership income
❑ T2200 – Employment travel expenses using personal automobile expenses and CCA (complete form)
❑ T2202 - Tuition fees and education credits
❑ T1141 and T1142 – Loans or transfers to non resident trusts and receipts from non resident trusts
❑ T1037 – RRSP Homebuyers plan repayments
| 
