Personal Tax Organizer

A tax organizer is essential to maintaining accurate information for your tax return preparation.  Most people experience changes to their tax situation every year and the tax department has additional requirements.  This organizer keeps us both up-to-date with details that are easily overlooked,  You can enter your information on the screen and print or save a copy for our office.


Personal Tax Checklist

A tax checklist can facilitate the process of pulling together your tax information. This tax checklist is designed for most tax situations for all Ontario taxpayers.  Utilize the sections that are relevant to your situation.  Completing the checklist will ensure you don’t miss any available credits.

Personal Tax Worksheets and Forms

These convenient tax worksheets and authorization forms keep everything you need to prepare your personal tax information in one handy location.

CRA Tax Forms and Publications Library

Looking for a federal tax form? Browse this online tax forms library to find downloadable CRA forms. The forms are presented in PDF format and are acceptable for filing with the CRA. You may also choose from dozens of helpful tax publications developed by the CRA to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.


2020 Year End Tax Planning

As we approach the end of 2020, we are reminded that this is no ordinary year. We hope our tax planning measures help to reduce your 2020 tax obligations amidst the global pandemic. The following are some ideas you may want to consider while you navigate through the ever-changing tax landscape. As always, we are ready to assist you.