Income Tax

    We can complete taxes for the previous 10 years through to this year.

    In Brock (705) 432-8654 ext. 104 or in Scugog/Uxbridge (289) 640-1929 ext. 104 to book your appointment!

    Eligibility

    Maximum income levels:
    Single: Up to $30,000  |  Family: Up to $40,000

    We do not prepare returns for clients who:

    Have self-employment income

    Have business income and expenses

    Have rental income and expenses

    Have capital gains or losses

    Have employment expenses

    Filed for bankruptcy

    Are deceased in the year

    What we will do

    We will book an appointment with you to review your documents and record any personal information required.

    We will complete your taxes (*usually within 72 hours) and e-file them to the CRA on your behalf.

    We will call you when your taxes are completed for you to drop by our office to pick them up.

    *We can complete multiple years of taxes, which will require more time.

    Tax-Clinics

    Tax Clinics

    Need help with your taxes? Click below to find out more about our tax clinics.

    View upcoming tax clinics

    What documents are required?

    ID, one piece of government-issued identification (e.g., Health card, driver’s licence, PR card) with name and date of birth

    SIN (Social Insurance Number)

    Tax information slips and receipts (relevant T slips)

    T5007 – Social assistance payments or Worker’s compensation benefits (OW &ODSP)

    T4 – Salary and wages

    T2202A – Tuition fees and education amount (accessed through student account)

    T4A, T5, T3 – Pension, annuity and investment income, savings bonds (includes scholarships/bursaries)

    T4(OAS) – Old age security or Guaranteed income supplement or spouse’s allowance

    T4A(P) – Canada Pension Plan

    T4RSP, T4RRIF – Registered retirement savings plan, Registered Retirement Income Fund income

    T4E – Employment Insurance benefits

    Previous year income tax return, Notice of Assessment (Optional)

    For tenants: Bring rent receipts, proof of rent (e.g., letter from landlord, receipts or canceled cheques).

    For homeowners: Bring property tax receipts, mortgage statement

    Medical receipts

    Donation receipts

    Clients with dependents: Dependent’s ID (e.g., Health card, birth certificate, SIN), child care receipts