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    We're excited to work with you and help you get your personal taxes completed!

     

    Before we get going, a few quick notes:

    - Please have contact information and SINs ready for any family members you'd like us to assist.

    - If you're registered for GST/HST, have your number handy (e.g. 12345 6789 RT0001).

     

    Now that you're all set - let's get started!

     

  • Service Exclusions (Things We Don't Do)

    We are a small firm with limited capacity. To ensure we are able to provide a great experience for our clients we limit the services we provide as we do not have sufficient expertise in the below areas:

  • Primary Contact's Basic Information

  •  - -

  • Mailing Address

  • Services Requested

    • Are you a non-incorporated business owner? This includes subcontractors, contractors, and those self-employed. 
    • Do you have a bookkeeper? 

    • BOOKKEEPER'S INFORMATION

    • Do you have a previous accountant? 

    • PREVIOUS ACCOUNTANT’S INFORMATION

  • Marital Status Information

  •  - -
    • Spouse or Common-Law Partner's Information: 

    • Spouse's Information

      A common-law partner exists for tax purposes when you have been living together for more than 12 months or if you have a child together (as of December 31st).
    •  - -
    •  - -
    • Have Dependents? 

    • Dependent's Information

      Children Under 18, Post-Secondary Students, Disabled Individuals, Elderly Parents

  • Hight Risk Tax Areas

  •  - -

  • First Time Home Buyer?

    You might qualify for a $1,500 Home Buyer Tax Credit!

  • Saving for Your First Home?

  • Paying rent to a landlord?

    If yes, we will see if you qualify for the BC renter's tax credit if you are paying rent for your personal (residential) living:

  • Address being rented (in 2024):
    Amount of rent paid (in 2024):
    Number of months rented (in 2024):
    Name of landlord (in 2024):      

  • Address being rented (in 2025):
    Amount of rent paid (in 2025):
    Number of months rented (in 2025):
    Name of landlord (in 2025):      

  • Other Tax Credits

    Multi-generation home renovation tax credit, accessibility home renovation tax credit, disability tax credit, infirm dependent tax credit, educator school supply tax credit, etc.

  • Getting Started!

  • Other Information

    We're curious!

  • Next Steps Needed

    Before we can begin providing services, we’ll need CRA authorization forms completed, as well as a pre-authorized debit (PAD) agreement for clients requesting bookkeeping or late filing services. Once you submit this intake form, we’ll send you an email with the next steps and onboarding instructions.
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