Let's schedule a consultation
Since your return is relatively complex, we want to meet with you virtually to get a better understanding of the nuances—not only to advise you better but to file your returns as accurately as possible.
During the call, we will:
Review your tax situation and understand the complexity of your return
Determine whether or not your request falls within our scope and abilities
If so, discuss next steps and onboarding to get you set up
Documents to Prepare
Have these ready for your consultation
All T4, T4A, T5, and other income slips
Investment statements and capital gains documentation
Rental property details and expenses
Charitable donation receipts
Medical expense receipts and documentation
Spousal/dependent information and income details
Foreign income or property statements
Business or self-employment records
Prior year tax return and notice of assessment