personal tax
preparation

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?

  • Connector.

    TRUSTWORTHY PROFESSIONALS

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

  • Connector.

    AVOID EMBARRASSING MISTAKES

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

  • Connector.

    KEEP MORE OF YOUR MONEY

    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.

  • Connector.

    FRIENDLY SERVICE

    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.

Income

  • T4 slips T4A (pensions, CPP, OAS) T4E (unemployment insurance benefits)
  • T3 (trust income)
  • T5 (interest and dividends)
  • RC 62 (universal child care benefits)
  • RRSP/RIF
  • 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!

Dedicated Bookkeeping Solutions Inc.
519-489-0501
675 Queen St. S., Suite 207
Kitchener, ON N2M 1A1
Canada