Useful Tools & Forms

INDIVIDUALS
Tax
Personal Income Tax Checklist (pdf file)
Medical Expense Schedule (pdf file)
CRA My Account for Individuals
Financial
Personal Financial Position (excel worksheet)
Personal Cashflow forecast (excel worksheet)
Student Cashflow forecast (excel worksheet)
Personal Budgeting Website

BUSINESS
Tax
CRA My Account for Business
CRA Forms and Publications
Important dates for Businesses & Individuals
CRA Record keeping
Accounting
Corporate Year End Checklist (pdf file)
Business Plan Template (pdf file)
Surveys
We'd love to hear your feed back through our Corporate Client Survey Click here to take survey and be entered in our drawing to receive a $500 credit on your next corporate year end.

Tax Tips

Tax Tip for Individuals
It’s time to start collecting slips, expense documents and other tax information so you can properly file your 2011 personal taxes, which are normally due by the end of April 2012. We can help by simply calling us or looking on my website for useful checklists to help ensure you have reported all taxable income, deducted all eligible expenses and maximized your personal tax credits.

Tax Tip for Small Business
T4’s and T5’s for wages and dividends are due by the end of February. Consider our services when preparing your slips to ensure employee earnings and/or shareholders dividends are properly filed and correctly deducted and remitted to CRA.

Referral and New Client Coupon(pdf file)

New Federal Budget Newsletter

Federal budget newsletter (pdf file)