Personal tax

It’s that time again. Let our friendly, dedicated and experienced staff take care of the details while you enjoy a little down-time for yourself!

Why file with us?


    Having designated accountants overseeing your taxes is important when entrusting your personal information to someone else.


    Nobody likes getting a call from the CRA. Filing with our professionals will give you the confidence to move forward without worry.


    Filing with our professionals means we’ll take the time to make sure that you keep as much of your hard-earned money as possible. The difference could add up to hundreds or thousands of dollars.


    Letting people into your financial world is a very personal thing. Our warm and friendly staff will make the process simple and pain-free.

For more complex tax filings,
we have you covered.


The Process

In order to make your tax filing as effortless and smooth as possible, please review the list below and provide us with these documents. If you have any questions, please give us a call.


  • T4 slips T4A (pensions, CPP, OAS) T4E (unemployment insurance benefits)
  • T3 (trust income)
  • T5 (interest and dividends)
  • RC 62 (universal child care benefits)
  • Rental Income and Expenses
  • Self-Employment Income and Expenses
  • Other Income (interest, WSIB, alimony received, grants, scholarships, etc.)

Don’t Forget

  • Copy of previous year’s Notice of Assessment
  • Income tax installments, final statement indicating total paid for year
  • Copy of previous year’s tax return (new tax clients)

Deductions & Credits

  • T2202 (tuition receipts)
  • T2200 Employment expenses (signed by employer)
  • RRSP Contributions
  • Union & Professional Dues
  • Child Care Expense
  • Charitable Donations
  • Medical Expenses
  • Child Fitness/Arts Receipts
  • Moving Expenses
  • Rent paid (showing to whom paid)
  • Property Taxes paid in year
  • Other (carrying charges, interest costs on investments, safety deposit box, alimony paid, interest on student loans, transit passes, investment counsel fees)

Let’s Get Started!

Our team is here to help ease the frustration that often comes with bookkeeping. Give us a call or fill out the form so we can find out about how we can help.

Dedicated Bookkeeping Solutions Inc.
675 Queen St. S., Suite 207
Kitchener, ON N2M 1A1