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Let's Schedule a Consultation
Your intermediate return involves multiple considerations—let's ensure we capture everything correctly.
What to expect on our call
Discuss your multiple income sources and dependents
Review childcare and employment expenses
Go over medical expenses and deductions
Confirm document requirements
Set up your client portal access
Documents to Prepare
Have these ready for your consultation
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T4 slips from all employers
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T4A (pension, RRSP, other income) statements
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T5 statements (investment income)
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RRSP contribution receipts
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Childcare receipts and provider info
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Medical and dental expense receipts
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Tuition and education credit receipts
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Dependent information and SIN numbers
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Electronic copies of your employment expense receipts
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Prior year tax return/notice of assessment