Our F.A.Q

(519) 978-1606

(226) 675-0220

1661 Front Road #1, Lasalle ON N9J 2B7

Cash, Debit, Credit, Cheque, E-Transfer

When your return is ready you will receive a call notifying you that it has been completed and is ready to be picked up at the office. We will also call you if we have any questions regarding your return.

• Prior year’s tax returns (new clients only)
• Prior year notice of assessment (new clients only)
• All personal information for all included in the return. (SIN Numbers, address, dates of birth, marital status, dependents etc.)
• T4 Statement of Employment Income
• Tips/Gratuities
• T3 for trust and dividend income
• T5 for investment income
• Pension income (OAS, CPP, T4A, T4RIF, Social Security, US & foreign pensions etc.)
• Gains/Loss report from bank or financial advisor
• RRSP withdrawals o RRSP contributions
• Charitable donations
• Rent or property tax receipts
• Medical expenses (please have these receipts organized)
• T2202 forms for tuition / TL11A or TL11C- foreign Education Institution
• Student loan interest
• Child care payments
• Interest and carrying charges paid to earn investment income
• T2200 or TL2 for employment expenses
• Moving expenses if you moved more than 40km closer to your place of work – see worksheet
• Spousal and child support payments made or received
• If you have a business, rental, or claim employment expenses please complete the necessary forms also provided.

• Home Office Expenses (Simplified Method allows a deduction of $2.00/ Day to a Maximum of $500.00)
• T622 Digital News Subscription Tax Credit (For qualifying Canadian journalism organizations see provided form)

• Canadian personal tax return – April 30
• Business returns – June 15
• USA tax return – April 15
• T3-Trust / Estate returns – March 31

You are eligible to claim out- of – pocket medical expenses in excess of 3% of your net income.

You need to keep up to 6 years of your tax returns.

• Filing late
  ▪ You will pay a penalty of 5% of your balance owing, plus an additional 1% of your balance due per month you have not submitted your taxes to a maximum of 1 year (12 Months)
• – Interest charge
  ▪ The interest charges on late filing/ overdue taxes is 5%

Please give the office a call at (226) 675-0220 and notify us that you have received an additional slip and bringing the slip into the office so it can be added to your return before completion.

Call the office at (226) 675-0220 and notify us of the missed slip, bring the slip into the office and we will adjust your tax return.

Yes, we can!

• 15% on $0.00 – $49,020.00
• 20.5% on $49,020.00 – $98,040.00
• 26% on $98,040.00 – $151,978.00
• 29% on $151,978.00 – $216,511.00
• 33% on $216,511.00 – Greater

The 2021 Basic personal amount is $13,808.00

• Download the DTC (Disability tax credit) form off our worksheets page
• Have your doctor complete the form, then
• Return the form back to the office

Yes, you are able to submit your return to us in multiple ways. We do however charge a Printing fee of $10.00 for all slips needed to be printed in order to complete your return.