When I work with a client to meet their accounting needs, I am often asked what is required for the various services I provide. Below I have tried to address those questions so that our time together is quick and efficient.

Q. What is required for a personal income tax return?

A. I want to make sure you are getting every tax credit and deduction you’re entitled to. To ensure the best possible return, I have created a Canadian Personal Income Tax Checklist for you. This is information I would require from you to complete your personal income tax return.

Here are some other helpful templates that can you use for preparing your personal tax return:

  • Self-Employment Tax Checklist – for Sole Proprietors to help with preparation of your T2125 form
  • Rental Property Schedule – monthly Excel spreadsheet to help with recording all of the revenue and expenses related to your rental properties
  • Home Office Expenses – monthly Excel spreadsheet for Sole Proprietors to help with gathering all of your monthly expenses related to your home office

Q. What is required for a corporate tax return?

A. I want to make sure your business is tax compliant. To ensure the most accurate return, I have created a Canadian Small Business Income Tax Checklist for you. This is information I would require from you to complete your small business income tax return.

Q. Where are you located?

A. I live in NW Calgary and offer a mobile service to an agreed location.

Q. What are your rates?

A. It is important to me to offer accounting, tax and bookkeeping services at a fair and affordable rate. Please contact me directly to discuss my rates, as they vary based on the customers needs and complexity.

Q. Who are your clients?

A. I have a wide range of clients that I have worked with over the years – single income earners, families, individuals going through life-changing events such as divorce. I also work with a variety of small businesses. I would be happy to meet with you to discuss how I can help you with your needs.

If you have any other questions about my services, please contact me directly.