Individual Services ($40+)
Professional Accounting Software
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Monthy and Annual Ends, Bank Reconciliations, Accounting Statements
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Inventory Management, Costing, Financial Analysis
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Individual, self-employed, rent, stock income tax filing
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Overseas Asset Declaration
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GST/HST Filing
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Owner-occupancy or Investment In a New Home HST Rebate
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Payroll, CPP, EI, T4, T4A, EHT, WSIB, ROE Calculations and Reporting
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Financial and Tax Advisory and Planning
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Accounting Training
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Milk Gold Declaration
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For individual services, bring as many of the following documents can you can:
1
Personal Situation
- Notice of Assessment for the previous year
- Name, address, date of birth, tax number, citizenship, marital status, child's name, birthday
2
Types of Income
- Employment and welfare income (T4, T4A, T4E, T4RSP,T4RIF, T4PS, T4a(OAS), T4A(P), T5007, T5013)
- Investment income (T3, T5, T5008), stock trading (T5008, capital appreciation = ask price - buy price - commission)
- Rental income
- Self-employment income
- Overseas income
3
Tax Reduction Information
- RRSP receipts
- Tuition (T2202, T2202A, TL11A, TL11B, TL11C)
- Rent
- Land Tax
- Moving costs
- Childcare fees
- Travelling expenses
- Medical expenses
- Rental expenses (home insurance, loan interest, management fees, maintenance, property tax, utilities, telephone network)
- Business expenses (purchase of goods, inventory, advertising, meals and entertainment, business insurance, interest expenses, license and membership fees, office expenses, materials, legal accounting professional fees, management fees, rent, maintenance, salary expenses, property taxes, travel expenses, telephone, utilities, delivery freight, fixed assets)
- Business vehicles (car insurance, petrol, maintenance, license plates, parking fees, rental car fees)
- Working from home (home insurance, loan interest, management fees, maintenance, property tax, utilities, telephone network)
Get expert advice and support on all your financial matters. By working with us, you'll save time and have peace of mind knowing your financial affairs are being handled by qualified professionals
