Welcome New Client
New Client Resources
We are very pleased to know that you are interested to work with us for your tax reporting needs. This is our new clients resource page. It has most of the information that we need to welcome you in our family.
Welcome Video
1. Client Info – Before we can do any thing to help you, we need some essential information so that we have access to your information with the CRA for your tax reporting. Please downlaod the following document and fill it out. You can email us a copy and bring the original with you when you come to see us.
2. Organize Your Info – Next step is to organize all your info necssary to file your current years tax return. The first time we meet please bring all the following documents applicable to you.
a). Copy of last year’s Tax Assessment issued by CRA.
b). Original copy of last year’s T1
c). All income (T) slips for the current tax year.
d). Medical expense, donation receipts, student loan interest report, tuition
fees form T2202A, child care expense, RRSP contribution slips etc.
e). If you have rental property – detail of rental income and expense
information
f). If you have self-employed income – detail of income and expense from
business income
—- any other information you might know, that will help us to give our best
advice for your tax situation.
3. Our Fees – Our Tax Consulting Fees are highly competitive for the worry free tax advice we provide. Our service is guaranteed and if you are not 100% satisfied we will refund 100% of our fees if you submit a request within 7 (seven) days of the bills you have paid to us.
Our fees are for a single person simple return starts from $150 to more complex return up to $2,000 or more.
We also recommend a subscription to our Worry Free Audit Protection Gurantee.
We accept payment by all major credit cards, interac e-transfer, paypal, cheque, wire transfer, cash etc. A deposit is requested when you decide to work with us.
4. If you enroll to be one of our client with subscription you will have free access to our advice by email, phone. sms and at the office. Without a subscription there will be piece meal charge per incident if we decide it is appropriate for the time spent with resolving your tax concerns.