Streamlined Procedures for Existing Clients
Dropping Off
Once you have all of your slips and information together, please use our secure
drop box at the front door. The drop box is available 24/7 for your
convenience and is checked regularly...don't forget current contact info!
Questions & Pending
We will call you if we have any questions or need further information.
If we have requested missing information or you have indicated
that you still have slips to come, your file will go in pending.
Only once we have received all of the necessary information will
your file then go back into the queue of returns to be done.
Picking Up Completed Returns
When your return is ready we will call you to book your pick-up appointment.
New Clients: Thank you for your interest in working with us,
however, we are not currently taking on any new clients.
We are open by appointment only. Thank you for your co-operation.
Slips, forms and NEW for 2024 Tax Returns:
Returns reporting Capital Gains/Losses
Due to proposed changes that were then reversed, CRA delayed the
preparation and filing of any returns that are reporting capital gains/losses.
As a result they have extended the penalty and interest relief period
to June 2nd for any applicable returns (not the April 30th filing deadline).
Home Workspace Expenses Deduction
If you have continued to work from home as part of your employment
agreement, you will require a T2200 completed and signed by
your employer. You will also need to complete a T777.
The flat rate method was not available after the 2022 tax season.
First Home Savings Account
If you opened an FHSA in 2023 or 2024, please let us know and
if you made any contributions, we will require your T4FHSA.
UPDATE: T3 Bare Trust Returns
CRA had decided that T3 Bare Trust Returns were not required for the
2023 tax season...this has been extended to 2024 tax returns as well.
Phone: 519 641 6248 |
Email: [email protected] |