Comprehensive Tax Preparation

✅ 1. Document Checklist & Collection Support 

We provide a clear checklist of everything you need to send us, including:​

• T4, T5, and other income slips​

• RRSP contributions, tuition receipts, donation slips​

• Business expense records (for self-employed clients)​

• Prior year tax returns (if you're a new client)​

• Need help organising your files? We’re here to guide you. 

 

🔎 2. Income Review & Classification 

We’ll review your documents to:​

• Ensure all income is accounted for (employment, business, rental, investments, etc.)​

• Distinguish between personal and business income where applicable​

• Flag anything unusual that could trigger CRA attention 

 

📊 3. Deductions & Credit Optimization 

This is where we help you keep more of your money. We’ll apply every eligible deduction

and credit, including:​

• Home office & vehicle use (if self-employed)​

• Medical expenses, child care, education, moving costs​

• Available carry-forwards from previous years 

 

📁 4. Accurate Return Preparation 

We use certified professional software to:​

• Prepare your full federal and provincial return​

• Complete all supporting schedules and forms​

• Ensure all calculations are correct and CRA-compliant 

 

📬 5. Filing & Confirmation 

Once you review and approve the return:​

• We file directly with the CRA through secure e-filing​

• You receive a confirmation and a full copy of your filed return for your records 

 

📞 6. Post-Filing Support 

Your service doesn’t end at filing:​

• We’ll monitor for CRA notices or follow-ups​  

• If the CRA requests more information, we’ll help you respond​ at no additional charge.

• Need to make a correction? We’ve got your back.