Accountable Value Financial Services is pleased to offer Personal Tax Return services for current and prior years. Below are the packages we offer in terms of personal tax returns. Prices are per return except where indicated. We treat all rental income properties as a Sole Proprietorship. We offer a $20 discount for all active service and first responders (valid ID required).
|We have 4 packages:|
|Sole Proprietorship (includes single/couple’s return)||$100.00|
|T2 (includes 1 single/couple’s return)||$400.00**|
|If your return is complex, we may charge additional fees. Contact us for a full quote if you feel your return is more complicated than most.|
|** For all T2 Returns, we require a full set of financials from your bookkeeping. If you are unsure of what this means, contact us. If we need to do your bookkeeping to prepare your taxes, we will charge you our hourly rate of $30.00/hour to complete what we need.|
Bookkeeping and repeat clients receive a 10% discount on all Personal Tax Returns.
Please bring with you:
- * Prior Year’s Notice of Assessment
- Photo ID
- * Slips: T4’s, T4A, T4E, T5, T3, T4OAS, T4AP, T4RSP, T4RIF, T5008, T5013, RC62, T2202 (including summary of interest paid on student loan), TL11, RRSP, Donation, Medical Receipts, and any other slip received
Financial Statement (if sole proprietorship) – Summary of income and summary of expenses broken out into the expense type – see below for common expenses
- Summary of Rental Income, Summary of Rental Expenses (common expenses are: advertising (to rent), insurance, interest (on mortgage/loan), office expenses (such as paper, printers, pens, etc), legal/accounting fees, management fees (if you hire a management company), maintenance and repairs, property taxes, utilities (including cell, internet, power/water/gas)) – Please bring ALL receipts
- Summary (and receipts) of child care expenses (such as lunch supervision, after school care, daycare, etc) – Children Fitness and Art expenses are no longer eligible for claiming.
- Employment expenses related to your job – you will require a filled out and signed T2200 from your employer
All fields marked with * are mandatory. We cannot process your tax return without them.
Use the form below to book a time. Please include any special notes or anything you feel we should know about your return (please no personal information, save that for the in person meeting!). If you are a returning client, please indicate that in the notes (we will still know on our end if you are returning or new).