Investment Services

Tax Return Preparation

 

 

Tax Return Preparation

If you are an investment or insurance client of the Hanson team, the tax preparation will be reduced to $40.00 +HST 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 between four and seven business days.

*Debit and credit card payment options available*

CLIENT UPDATE FORM

What is needed for us to prepare your tax return?

  Copy of your 2017 tax return (if we did not prepare your 2017 return)

  Copy of your 2018 assessment notice and any other information received from the Canada Revenue Agency (CRA) in past year including installment 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.

   Birth date, current address and phone number with the best time to contact you.

  Please print and complete the MANDATORY Client Tax Update Form

*We no longer will accept group benefits monthly statements for the calculation of medical expenses.

TAX PREPARATION FEES

Standard

Current Client

$55.00 + HST

$40.00 + HST

 

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