Personal Income Taxes




First off, no worries as we are here to make sure that you get the best outcome from the filing of your Personal Income Tax return.

Everyone of our personal tax returns we prepare is done by a certified tax accountant with over 36 years of experience.  You can also deduct our fee's¹ as using a professional accountant is allowed as a tax deduction. ²

Our fee's are comparable to regular tax preparers with one exception – you get a certified tax accountant for that affordable rate.

Let's get those Tax Returns Done!

Before you contact us to have your Personal Income Taxes completed, be sure to look at our comprehensive tax checklist to make sure you provide us as much information so we can get the most optimal outcome of your tax returns:

We offer multiple ways of getting your Personal Income Taxes done. Select from the following:




Tax Checklists

The following checklists are custom prepared for clients who are engaged with our firm:


Personal Tax Checklist

This checklist is a general checklist that allows you to gather the general documents and information needed for your personal income tax preparation by our firm. Continue with selecting either:


Self-Employed Checklist

Use this checklist if you have a self-employed income and expenses. Note that if you are not registered to collect GST/HST use Column A. If you are registered to collect GST/HST use Column B. Continue by selecting either:


Rental Income Checklist

Use this checklist if you have a rental property. Continue with selecting either:

Canada Revenue Agency Forms

The following links to Canada Revenue Agency (CRA) forms. Please note that these links are to external website locations:


Employment Expense Declaration

If you had either employment expenses or working from home (for employment) you will need your employer to complete this form (T2200 Declaration of Employment Conditions). Continue with selecting either:


GST/HST Rebate on Employment Expenses

If you had either employment expenses or working from home (for employment) and your employer is registered for GST/HST (they have a GST/HST Account Number which is nine digits followed by RT and four more digits – #########RT####) you will need your employer to complete the GST/HST account number, contact information and provide their signature. Continue with selecting either:


Working from Home Expenses

Use this checklist if you worked from home. Continue with selecting either:


Employment Expenses

Use this checklist if you worked from home. Continue with selecting either:


Moving Expenses

Use this checklist if you moved during the year for work of schooling (post-secondary). Continue with selecting either:




Personal Income Tax Appointment

We offer several appointment options so that you can get your Personal Income Tax returns prepared.

Which type of appointment you would like:

After you book your personal income tax appointment with us, check out the Personal Tax Checklist section (Click here) so that you can be prepared for your appointment with your dedicated accountant.




Book Zoom Tax Appointment Online

Continue by selecting the type (Single or Couple) and add any additional time. You can select from any available appointment spot. Once you select this appointment, you will receive a confirmation which will include the unique Zoom link that you will select at the time of the meeting. Don't worry, even if you are new to Zoom, don't worry we will walk you through the straightforward process of using your smartphone, tablet or computer/notebook to connect to your appointment. Continue by:

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)

After you book your personal income tax appointment with us, check out the Personal Tax Checklist section (Click here) so that you can be prepared for your appointment with your dedicated accountant.




Book Google Meet Tax Appointment Online

To book a Google Meet appointment continue by booking online:

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)

After you book your personal income tax appointment with us, check out the Personal Tax Checklist section (Click here) so that you can be prepared for your appointment with your dedicated accountant.




Book Telephone Tax Appointment Online

You can also have your Personal Income Tax return prepared by telephone. Our walk-through appointment is very straightforward, making sure we cover all areas of your return to produce an optimal outcome.

When you book this appointment, we will ask you for the phone number that we are to call at the time of our tax phone appointment.

To book a Telephone appointment to have your Personal Taxes prepared, continue by booking online:

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)

After you book your personal income tax appointment with us, check out the Personal Tax Checklist section (Click here) so that you can be prepared for your appointment with your dedicated accountant.




Book Telephone Tax Appointment by Phone

You can also have your Personal Income Tax return prepared by telephone. Our walk-through appointment is very straightforward, making sure we cover all areas of your return to produce an optimal outcome.

Continue by:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically.

After you book your personal income tax appointment with us, check out the Personal Tax Checklist section (Click here) so that you can be prepared for your appointment with your dedicated accountant.




Book Mobile Office Tax Appointment by Phone

We offer very limited amount of on-site (Mobile Office) appointments.

Prior to booking this option, please consider either a Zoom, Google Meet or Phone Tax Appointment as all of these are available as soon as today or tomorrow. By selecting these options you leave on-site appointments for those who are not able to book those due to either technical, age or medical conditions.

Continue by:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically.

After you book your personal income tax appointment with us, check out the Personal Tax Checklist section (Click here) so that you can be prepared for your appointment with your dedicated accountant.