Personal Tax Process

We do personal taxes (T1) throughout the year, but March & April is when we complete most personal tax returns for the prior year because the payment deadline is April 30.

Each year we require you to complete the Personal Tax Checklist 'PTC' (Digital or Physical; Final [for year of death]) to ensure we have all of your information & to prompt you to provide us with every available tax credit and deduction so that we can ensure you save tax! 

Once you’ve completed the PTC, please use it to compile 100% of your documents (digitally or in person) and then send us a copy of the PTC and all of your tax documents so that we can start preparing your tax return and saving you money!

Now that we have 100% of your tax information, we will complete your taxes as quickly as possible (usually within 1 week).

We will return your tax documents and tax return to you (either digitally or on paper), obtain your payment and authorization to file, and then file your taxes at the end of the week they are completed.

If you have a refund, you will have it within 2 weeks of CRA assessing your taxes. If you owe tax, you will need to make payment by April 30 to avoid interest.

Questions related to your tax filing at the time of filing are included in your filing fees. Other questions/consultations throughout the year are welcomed anytime (our consulting rate of $450/hr applies).