Summary Of Service

I will prepare (without audit) your annual T1 Income Tax Return from information provided by you. You will receive a summary and “Client Copy” of your final tax return filed.

Information Required

* If married, both returns should be prepared at the same time
* Verification of your birthdates
* Children’s names and birthdates
* Employment income slips (T4, T4A, T4E, T4PS, etc)
* Pension and Other Benefit slips (T4RIF, T4A(P), T4A(OAS), T4RSP, etc)
* Investment slips (T3, T5, T101, T5013, etc)
* Security transactions (Brokers’ statements, shares sold in year, ACB of shares, etc)
* Details of Rental properties and operations
* Self Emlployment information (income, expenses, capital asset additions)
* For unincorporated proprietorships or partnerships, any Financial Statements that may have been prepared
* Automobile Expenses (if self-employed, business/total KM, vehicle expenses)
* Copy of leased automobile documents, car purchases
* Details of Home Office (size of office, size of home, expenses)
* Deduction slips (RRSP, Dues, Interest paid on investments, Medical, Donations, etc)
* Details of Home Buyers Plan
* Income tax instalments made for the taxation year
* Your phone and optional fax number where we can contact you – if we need more information


Name (required)

Email (required)


Speak your mind



    All invoices are due when presented.

    You may pay my invoices by either CASH, CHEQUE or credit card. For credit card options, in person, I offer SQUARE REGISTER in which, I swipe your credit card on a gadget attached to my smartphone.

    Online Payments: You may now conveniently pay any amount via our online payment center: