Personal Tax Preparation
We handle personal tax preparation for individuals and families, and we make sure you're claiming everything you're entitled to — not just what's easiest to file. Below is a practical checklist of what to bring to your appointment.
Slips
- Employment income (T4)
- Employment insurance benefits (T4E)
- Interest, dividends, and investment income (T3, T5)
- Tuition paid
- Pensions and annuities (T4A)
- Social assistance received (T5007)
- Any other employment, bank, or government slips
- Rental income
Receipts
- RRSP contribution slips
- Child support
- Professional fees or dues
- Charitable donations
- Childcare expenses
- Children's art, camp, and sports program fees
- Transit pass credit
- Medical expenses
- Political contributions
Not sure if something on your desk counts? Bring it anyway — it's easier for us to set aside what you don't need than to chase down what's missing.