Full Service Accounting Firm with Old Fashioned Values

Proudly serving clients across Durham Region, Toronto and the GTA.

Personal

Here are our checklists for your use!  Please contact us with any questions you may have on the requested information.

Personal Checklist for taxes

Checklist for taxes-Self-Employment

Checklist for taxes-Vehicle and Home Office Expenses

Checklist for taxes-Rental Income

Eligible Educator Tax Credit Form

Travel/Medical Expense Worksheet

What is my RRSP contribution Limit?

Call the Canada Revenue Agency Business Window at 1-800-959-8281


What is my CPP entitlement presently if I retire?

Contact Service Canada and request a Statement of CPP contributions.

https://www.canada.ca/en/services/benefits/publicpensions/cpp/statement-contributions.html


How do I apply for the Canada Child Benefit?

https://www.canada.ca/en/revenue-agency/services/child-family-benefits/canada-child-benefit-overview/canada-child-benefit-apply.html


I have heard Janet speak about the Disability Tax Credit.  How do I apply for it?

https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t2201.html