Frequently Asked Questions

To prepare your personal tax return, please provide the following (as applicable):

• Notice of Assessment (NOA) for 2022 and 2023 (required for new clients)

• All tax slips (T4, T5, and any other tax slips)

• Donation receipts

• Total rent paid (Manitoba, Ontario, or BC)

• RRSP contribution receipts

• Medical expense receipts

• Tuition receipts (T2202 from school)

• Child care expense receipts

• First-time home buyer details (possession date)

• Approved Disability Tax Credit form from CRA

• Primary caregiver approval (Manitoba)

Please prepare or send the following information:

• Full name (as registered with CRA)

• SIN

• Date of birth

• Email address

• Contact number

• Current address

• Marital status (Single, Married, Divorced, Common-law, Separated, etc.)

• Canadian citizenship status

Spouse information:

• If your spouse is in Canada, please include all the same details listed above

• If your spouse is outside Canada, only the following is required:

  • Full name

  • Date of birth

Children:

• Children’s names and dates of birth

• Indicate whether children are in Canada or outside Canada

• Date of arrival in Canada (if applicable)

First-time filers:
If you are a first-time filer, please include your date of arrival in Canada along with your tax documents, all sent in one email.

Please follow these steps to authorize me through your CRA account:

1. Sign in to your CRA My Account
2. Select your Individual Account
3. From the left menu, click Profile
4. Under Authorized Representatives, click + Add
5. Click Start
6. Enter RepID: 752691139
7. Click Next
8. Select Level 2 authorization
9. Choose Does not expire
10. Review and confirm
11. Click Submit

Below is a general guide to our service fees (all prices exclude GST unless stated):

Personal & Individual Taxes

• Senior (pension only): $36 + GST

• Newcomer (2025): $36 + GST

• Personal tax return: $45 + GST

• Personal with T2200: $60 + GST

• Personal with U.S. income: $80 + GST

• Student (1st year in 2025, no work): $36 + GST

• Couple tax return: $90 + GST

• Personal tax with one business: $150 + GST

• Additional business: $120 + GST per business

• Couple tax with business: $250 + GST

Corporate & Other Services

• Corporate tax filing (under $500,000 net income): $1,800 + GST

• Refile (existing client): $50 + GST

• Refile (from another tax service): $80 + GST

• GST filing: $60 + GST

• PST filing: $60 + GST

• Paper tax filing: $80 + GST

• Audit reply fee: Starting at $80 (based on complexity)

• Bookkeeping services: To be determined