A tax organizer will assist individuals in pulling information together. While the financial tools may assist in answering some simple questions.
Clients are always welcome to call our office should they have a concern regarding their taxes any time of year.
Information About COVID-19
As this situation develops, please note our hours have changed.
Monday to Friday 9-5pm
No appointments for the foreseeable future.
April 9, 2020
We know it is easy to feel confused with COVID-19, and in particular when it comes to understanding the various government supports and programs being made available.
For this reason, we have attached a newsletter outlining the measures to date (April 8th) and their eligibility criteria. If you have any questions, you can contact us (preferably by email) and we will reply as quickly as possible.
Please stay safe and healthy,
April 1, 2020
With the new information we are learning about COVID-19 everyday, we feel it’s important to keep our employees and clients safe, we have decided to close the office to the public.
Please drop your returns in our secure drop box beside the front door.
If you need to speak with one of us directly, please send a quick note to firstname.lastname@example.org or leave a message at 905-831-5335 and we will get back to you as quickly as possible.
We greatly appreciate your understanding at this time.
Stay safe & well.
Sandy Schofield, CPA, CMA
MARCH 2, 2020
Last day for filing T4 slips (for employees) and T5 slips (for dividends)
March 2, 2020
Last day to contribute to your own RRSP or spousal RRSP for the 2019 year
Mar 16/ Jun 15/
Sept 15/ Dec 15
Personal Income Tax installments are due for the 2019 taxes
April 30, 2020
Tax balance due for all individuals
Personal income tax filing due date for individuals who do not earn self-employment income.
April 30, 2020
MARCH 31, 2020
T3 Trust Return due date
June 15, 2020
Last day to file 2018 income tax returns for self-employed individuals (note the payment of tax owing is still due April 30th)
For assistance with additional tax due dates, such as for GST/HST and payroll remittances and installments or for corporations with non-fiscal year ends please contact us and we’ll be happy to help.
Click on the e-Courier logo below to securely send an encrypted file or message
The following links can provide you with further information if necessary.
Canadian Revenue Agency
Government of Ontario
Bank of Canada
Government of Canada
Refer a Friend
Have a friend or family member who could benefit from our services?
One of the best compliments you can give us is a referral. Our referral program is based on the belief that people appreciate the level of service that we provide and want to share their experience with others.
For each individual you refer for tax preparation who has never used our services before, and becomes a client, you will receive a 10% credit toward the fee for your 2018 tax return.
For each business you refer to us for accounting, payroll, or tax preparation work, who has never used our services before, and becomes a client, we will issue a 15% credit towards the fee for your 2017 tax return.
Please use the form below to provide the contact information of individuals and/or businesses who you think could benefit from using the services we offer; and please provide our contact information them, so that they can book an appointment.
Upon receipt of payment for the first invoice for the services provided to them, we will issue you a credit showing the amount you are able to use against your 2018 income tax preparation fee. You can refer more than one person or business, and if the credits you receive exceed the fee for your 2018 tax return, we will carry the excess credit amount over to be applied against your 2018 tax return.
Thank you very much for your trust and your business.
We also appreciate recommendations to our Facebook Page.