Personal Tax Process
March and April
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.
Personal Tax Checklist
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!
We Do Your Taxes!
Now that we have 100% of your tax information, we will complete your taxes as quickly as possible (usually within 1 week).
Final Sign Off & Payment
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.
Refund or Tax Bill
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.
Whenever You Have Questions
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).
Click below to complete the Annual Personal Tax Checklist. We require our clients to complete it each year to ensure we have your correct contact, income, deduction, and tax credit information and to ensure we help you save as much tax as possible!