With thousands of personal tax returns under our belts, our professional staff will prepare your personal tax return promptly and accurately. We will advise you on any possible improvements and/or missing deductions or tax optimisation opportunities. There’s much more to optimizing the tax return for you and your business than plugging numbers into a tax program. To make it easier for you, we offer have two options of preparing your personal tax returns using our proprietary secure document transfer portal:

1. You can allow us to download your income and other slips directly from CRA OR
2. You can provide us with the slips that you received.

The following slips can be downloaded from CRA:

1. Employment income- T4/T4A/T4PS
2. Pension and Annuities- T4A, T4A(OAS), T4A(P), T4RIF, T4RSP
3. Investment Income- T5, T3, T600, T5008, T5013 OR T5013A
4. Foreign Assets – T1135
5. Rental Income
6. Registered Retirement Savings Plan (RRSP) Income- T4RSP
7. Registered Retirement Savings Plan (RRSP) Deduction
8. Schedule of Capital Gains and Losses
9. Income from Self Employment
10. Debt Forgiveness
11. Other Income, including the following slips- T4E, T4PS, T5007, RC62, RC210
12. Investment Income- T101, T102, T5003, T5004, T1-CP
13. Alimony and Maintenance Payment- T1157
14. Pension Adjustment Reversal/Past Service Pension Adjustments- T10/T215

Your personal tax accountant will advise you on the possible deductions and credits that can be claimed such as:

1. Employment Expenses- Form 2200
2. Investment Income- T101, T102, T5003, T5004, T1-CP
3. Expenses Relating to a Rental Property
4. Registered Retirement Savings Plan Contributions – up to March 1 of the following fiscal year
5. Membership Fees, Union and Professional Dues
6. Moving Expenses
7. Child Care Expenses
8. Alimony and Maintenance Payment- T1157
9. Disability Support Expenses
10. Allowable Business Investment Losses (ABIL)
11. Legal Fees
12. Stock Options
13. Income Tax Installments Paid
14. Spousal Exemption
15. Dependents (born earlier than 1993 in the 2013 tax year)
16. Disability Amounts- T2201
17. Adoption Expenses
18. Tuition, Fees and Education Amounts- T2202 or T2202A
19. Interest Paid on Student Loans
20. Medical Expenses
21. Caregiver Amounts
22. Charitable Donations
23. Federal or Provincial Political Contributions
24. Pension Adjustment Reversal/Past Service Pension Adjustments- T10/T215
25. Fines and Penalties