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!
Confirmation Call
We will contact you within 3 business days to
confirm receipt of your information.
Pending
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.
For all potential new clients, please call or email us to see
if we are currently taking on any new clients.
If we are, we will let you know of the different set of procedures.
We are open by appointment only. Thank you for your co-operation.
Slips, forms and NEW for 2023 Tax Returns:
Ontario Staycation Refundable Credit
No longer available for 2023 and future returns.
Home Workspace Expenses Deduction
The flat rate method is no longer available. 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 need to complete a T777.
First Home Savings Account
If you opened an FHSA in 2023 we will require your T4FHSA.
UPDATE: T3 Bare Trust Returns
CRA has recently decided that T3 Bare Trust Returns
will not be a requirement for the 2023 tax season.
Phone: 519 641 6248 |
Email: [email protected] |