It’s tax time again!
We thank you for your continued business and look forward to hearing from you shortly.
Information to submit
Your 2011 Personal Income Tax Checklist can be found on our website. Please complete the information at the top of the checklist, check off the items that are applicable to you and forward your 2011 tax package to us.
Completing and filing your return
We are available to review your return with you via telephone or e-mail. If your return is complex, and you feel that there is a need to review it in person, please call us as soon as possible to book your meeting, as available times fill up quickly. Please also ensure that you provide your Personal Income Tax Checklist and tax information to us at least two weeks in advance of your meeting date so that we have a chance to draft your return prior to meeting with you. For most clients, we will phone you once your return has been drafted
to review and finalize. Please note that in order to facilitate administration, we request payment for our services upon delivery of your personal income tax return.
We will not electronically file your income tax return
until payment has been made.
New United States reporting requirements
US legislation requires additional reporting for US citizens, green card holders and others who regularly conduct business in the US. Please advise us if these disclosure rules apply to you.
Foreign reporting
We remind you that Canadian taxpayers are required to report foreign assets, including foreign bank accounts, foreign rental properties, and foreign securities if the total cost of all the foreign assets exceeds $100,000 (Canadian). Please advise us if these disclosure rules apply to you.
Early bird prize
We will have a draw for two $300 dinner gift certificates. To be eligible for the draw, you must submit all your 2011 personal income tax information no later than March 30, 2012.
Submitting information
We encourage you to summarize all of your receipts including medical, donations, transit passes, childcare and fitness tax credits so that we don't have to charge you for bookkeeping. In addition, we provide templates for the employment, rental and self employed income and expenses on our website.