T1 Personal Tax Services

• STUDENTS
• must be under 21 years of age
• must be in high school or post secondary school (includes T2202A education form)
• includes T4's from part time or summer jobs

• SENIORS
• 65 or over with basic CPP / OAS income
• includes 2 other basic receipts such as charitable donations and/or investment income
• for medical or other slips you must move up to the next level

• GENERAL RETURNS
  
• • Maximum 5 information slips (T3, T4, T5)
  • Seniors with additional slips or income splitting
  • Couples linked returns discounted for the pair ($170) with up to 10 information slips combined
  • Does not include any pre and/or post assessment reviews, or audit support with the CRA (available at an additional cost if needed)
  • No meeting, drop off and pick up only or digital transfers.

• REGULAR RETURNS
  
• • Maximum 10 information slips
  • Couples linked returns  discounted for the pair ($200) with up to 20 information slips

INCLUDES:

• Charitable Donations
• Medical Receipts
• Union or other Membership Dues
• RRSP
• Tuition & Education amounts
• Support Payments
• Dependents

INCLUDES:

• All items in a regular return & additional receipts
• Employment Expenses - totals provided with T2200
• Deceased / Final Return
• Disability Tax Credit Application, with follow up support
• Detailed Investment Reporting
• Ongoing advice/support throughout the year by email

SCHEDULES:

• Property Income
• T1 Adjustments to make changes to prior years
• Business Income/Activity Schedule T2125
• • Incomplete bookkeeping carries an additional charge
• T3010 Charity Return (in addition to another service)
• • Incomplete bookkeeping carries an additional charge