Personal tax checklist (PDF)
What to gather before we file your T1 — slips, receipts, and the things people usually forget.
Download the checklistResources
Resources
A few things worth downloading before tax season. Free, no sign-up.
CRA links
The CRA's own pages for My Account, payments, and deadlines.
Living Trust primer
A short introduction to what a trust is, what it isn't, and the questions worth asking. We're preparing this now — in the meantime, the Living Trust page covers the basics, or ask us when we talk.
Start with a conversation.
The first conversation is a short call. We'll ask about your situation and tell you honestly whether and how we can help. You can also reach us at 416-907-4219.