Dropbox: Mon/Wed 12pm-6pm & Tues/Thurs 9am-4pm. Pick up by appointment
Upated Filing Deadlines: Canada Sep. 1 & U.S. July 15
  • No you do not need an appointment to have your taxes done.
  • If you would like to speak to Mike about tax planning or tax advice you will need to call and schedule an appointment. There is a fee of $50/hour for these appointments; appointments are only available June – January
  • We do not do the returns while you wait.
  • You will drop off your documents to one of our front staff who will go over your information with you.
  • We will call you when your return is ready for pick up and if we have any questions for you.
  • ALL clients must wait to be served by one of our front staff. The front staff will go through our intake form with you to make sure there aren’t any changes to your personal information and ensure that you are aware of any CRA changes that may affect your return.
  • Cash, debit, Visa, or MasterCard
  • We DO NOT accept personal cheques

Below is a general guideline of information we suggest you bring in when having your return prepared. If you have information in addition to what is listed here that you feel is important please bring that in as well.

  • Prior year’s tax returns (new clients only)
  • Prior year notice of assessment (new clients only)
  • All personal information (SIN’s of all family members, address, dates of birth, marital status, dependents etc.)
  • T4 for employment income
  • Tips/Gratuities
  • T3 for trust and dividend income
  • T5 for investment income
  • Pension income (OAS, CPP, T4A, T4RIF, Social Security, US & foreign pensions etc)
  • Gains/Loss report from bank or financial advisor
  • RRSP withdrawals
  • RRSP contributions
  • Charitable donations
  • Rent or property tax receipts
  • Medical expenses (please organize these)
  • T2202 forms for tuition
  • Student loan interest
  • Child care payments
  • Interest and carrying charges paid to earn investment income
  • Moving expenses if you moved more than 40km closer to your place of work
  • Spousal and child support payments made or received
  • If you have a business, rental, or claim moving expenses please complete the worksheet in the “files” section of the website and bring that in with your information
  • Canadian personal tax returns – April 30
  • Business returns – June 15
  • US tax returns – April 15
  • T3-Trust/Estate Returns – March 31
  • You can claim out-of-pocket medical expenses that are greater than 3% of your net income
  • You need to keep your tax returns for 6 years after you file your return
  • Late filing penalty – this is a penalty for filing late tax returns. The penalty is 5% of your balance owing, plus 1% of your balance owing for each full month your return is late, to a maximum of 12 months.
  • Interest rate charged on overdue taxes is 5%.
      • Please call the office to let us know that you will be bringing in an additional slip
      • Bring the slip into the office so it can be added to your return before it is completed
          • Call the office to inform us of the missed slip in case your return has not been submitted yet
          • Bring the slip into the office and we will adjust your return after tax season
  • No we do not do corporate returns

The 2019 tax brackets are:

    • 15% $0 -$47,630
    • 20.5% $47,630 – $95,259
    • 26% $95,259 – $147,667
    • 29% $147,667 – $210,371
    • 33% over $210,371
  • The 2019 personal amount is $12,069
  • Download the DTC form from our worksheets page
  • Have your doctor fill it out
  • Return it to our office
  • No, we only accept returns that are brought in in person
      • We will call you when your return is ready or if we have any questions