Personal Tax Filing in Toronto

Who it’s for

Tax season doesn’t have to be stressful. I prepare personal returns for:

• employees with T4 slips who want it done right, without guessing
• families with children, childcare costs or a spouse to file with
• seniors receiving pension and Old Age Security income
• students claiming tuition
• anyone who has fallen behind and needs to catch up on past years

We sit down together, go through your situation, and I make sure you claim what you’re entitled to.

What’s included

• Preparing and filing your individual (T1) return with the CRA
• Returns for your spouse or common-law partner, so your household is claimed as a whole
• Checking for deductions and credits like medical expenses, donations, childcare, tuition and RRSP contributions
• Checking that you’re set up for benefits like the GST/HST credit, Canada Child Benefit and Ontario Trillium Benefit
• Help reading your Notice of Assessment when it arrives
• Catching up on past years you haven’t filed

What to bring

• All your tax slips, such as T4, T4A, T4A(P), T4A(OAS), T4E, T5 and T3
• Tuition slips (T2202) and RRSP contribution receipts
• Receipts for medical expenses, charitable donations and childcare
• Your rent or property tax amounts, used for the Ontario Trillium Benefit
• Last year’s Notice of Assessment, if you have it
• Photo ID

Not sure if something matters? Bring it, and we’ll sort through it together.

Behind on filing?

You’re not the only one, and it’s usually easier to fix than you think. Some clients come to me after years of not filing.

If you’re owed money, you can’t get your refund or benefits like the GST/HST credit and Canada Child Benefit until your returns are filed. If you owe, interest keeps adding up, so it’s better to start now. I’ll work out which years are missing, gather what we need, and file them one at a time.