Engagement Letter
Our engagement letter clearly outlines the scope of our role as the preparer of your personal (and your family’s) income tax returns , while also detailing your responsibilities as a taxpayer.
Personal Tax Checklist
The Personal Tax Checklist helps us gather the essential information needed to accurately complete your personal tax return. Be sure to note any updates to your contact details or changes in dependant information since last year. Please submit the completed checklist along with your tax slips and receipts.
Foreign Reporting
Canadian tax law requires you to report certain financial activities involving persons, entities, or companies outside Canada. Failing to file the necessary forms can result in significant penalties. To help us determine if these reporting requirements apply to you, please complete the Foreign Reporting Checklist and submit it with your tax documents.
Increased Foreign Reporting Requirements
Canadian taxpayers—including individuals, corporations, and trusts—must report all specified foreign property owned during the year if the total cost exceeds $100,000 at any time. Additionally, any income earned from these foreign assets must be reported separately. This requirement is fulfilled by filing Form T1135 – Foreign Income Verification Statement with your tax return.Both a PDF and a fillable version of Form T1135 can be found on the CRA website.
Deceased Taxpayers Information Gathering Form
This form assists estate trustees in collecting the necessary information about a deceased person’s assets as of the date of death to prepare their final tax return. Please complete the form and submit it along with all supporting documents listed at the end of page 2.
Business Expense Summary
This summary helps organize your business expenses by category, making it easier to track and review your financial activity.
Car Expense Schedule
If you use your personal vehicle for business activities, please fill out this schedule to detail your business-related car expenses.
Home Office Schedule
If you work from home and use part of your residence for business, complete this schedule to provide an overview of your eligible home office expenses.
Moving Expense Schedule
Use this schedule to record and summarize any expenses related to your move for accurate reporting and potential deductions.
Rental Properties
Complete this schedule to report the income and expenses associated with your rental properties for comprehensive tax documentation.
RRSP Tips
This annual newsletter answers common questions about RRSPs, including your contribution limits and the requirements for collapsing your RRSP.
U.S. Tax Questionnaire
f you are a U.S. citizen, resident, or Green Card holder, you may have U.S. tax filing obligations. Non-compliance can result in significant penalties. This questionnaire will help determine your U.S. tax requirements.
U.S. Financial Accounts Summary
If you are a U.S. citizen, resident, or Green Card holder, use these forms to summarize your Canadian investment accounts for U.S. tax reporting purposes.
Book Your Tax Consultation Now
Book your personal tax consultation today and take a proactive approach to your financial future. Our experts provide tailored advice to help you minimize stress, maximize your tax benefits , and ensure your unique needs are met. Enter tax season with clarity and confidence by reserving your appointment now for trusted professional support.
