Everyday income and life changes
Employment, tuition, retirement, or your first year in Canada. We bring together your income slips and the personal details that affect your return.
PERSONAL TAX RETURNS
Thoughtful tax preparation for individuals, families, and sole proprietors. We make the details feel a little less daunting.
Book an appointmentReturns from
$39.99CAD · Taxes and e-filing fees additional.
In-person & remote appointmentsWhat affects the priceWHERE WE CAN HELP
Employment, tuition, retirement, or your first year in Canada. We bring together your income slips and the personal details that affect your return.
Investments, rental income, and sole-proprietor work need supporting records. We review the income and expenses relevant to your return and identify any gaps.
If you have missed a filing year or discovered an error, tell us which years are involved. We can review the records and confirm the preparation or adjustment needed.
Our guides for students, newcomers, retirees, business owners, and people with Canadian income abroad explain the questions and documents worth bringing to your appointment.
HOW WE HELP
From employment income to a changing family situation, we take the time to understand your circumstances. We review your documents, identify eligible credits and deductions, and explain your return before it is filed.
Gather your income slips, receipts, prior assessment, and any records relevant to your situation. We’ll help you identify what’s needed.
Meet with us in person or remotely to discuss changes, ask questions, and give us a complete picture.
We organize the information and calculate your income, eligible deductions, credits, and benefits.
We walk you through the key figures and answer your questions so you can approve your return with confidence.
After your approval, we file your return using the appropriate method and confirm submission. We can also help you understand follow-up correspondence.
CLEAR EXPECTATIONS
Simple returns start at $39.99. Your full mix of income and deductions determines the applicable category; the starting rate does not cover every return. We’ll confirm your total before preparation begins.
All quoted amounts are in CAD. Taxes and any applicable e-filing fees are additional.
View our pricing guideWe confirm the work, the records needed, and the expected timing. If your situation needs additional work, we’ll discuss it with you.
Yes. We prepare returns for students, newcomers to Canada, seniors, families, and sole proprietors, taking each person’s circumstances into account.
Yes. We offer phone appointments and can arrange secure document sharing. Contact us for the right way to send your tax documents.
Let us know what you have and what is missing. We’ll help identify the information needed before preparing your return.
Yes, if you operate as a sole proprietor. Your business income is reported through your personal return. Bring income and expense records as well as your personal slips. Incorporated businesses need a separate corporation income tax return.
We explain the key figures and give you the opportunity to ask questions before you approve filing. After submission, we confirm it has been sent. If CRA later requests documents or changes an assessment, contact us to discuss any additional work needed.
We use electronic filing where the return is eligible. Some circumstances require another filing method. We’ll explain the appropriate route and any documents or signatures needed for your return.
LET’S MAKE IT SIMPLE
Let’s take the next step together. Tell us a little about yourself, and choose a time that works for you.