Providing Professional Bookkeeping, payroll, income tax & advisory Services

Personal Income Tax & Year-End Services

We provide services for Sudbury area and Niagara-on-the-Lake.

Personal income tax returns are prepared in accordance with current tax laws and regulations. The return is net-filed when possible and copy of your return emailed to you in PDF format for your records.

We also provide year-end services for sole proprietors.

You can drop off your income tax documents at our lockbox in Garson behind Tim Horton's in the large office building beside the exterior door #6.

Contact Michael for all of your year-end and income tax needs:

Sudbury: 705-885-2002 ext 444

Niagara Pennisula: 289-686-1771

Toll-Free: 888-969-7163 ext 444

Payment accepted: Cheque, E-Transfer, EFT, Credit Card or Cash

Before submitting your tax documents, please download and complete the checklist. Submit the completed checklist with your documents.

Do you have Quickbooks Online? Want to save money? Email us for a QBO discount link. We are here to help.

TIPS

Let me help you to keep your income tax & year-end costs low...

Start a file folder to start collecting information for next years taxes
Include day care receipts
Medical expenses
Eyeglasses
Medical insurance payments
Prescription deductibles and payments
Laser corrective eye surgery
Dental (including braces)
PSW assistance
Charitable donations (with receipts)
Filing late can have a penalty if money owed
Make your RRSP contributions regularly

If you buy and sell stocks and mutual funds, you are responsible to self-report and track all:

Gains

Losses

Adjusted cost base

If you are self employed...

1. Report all income correctly

2. Be Realistic with expenses

3. Live within your means

4. Ensure your business does not look like a hobby

5. Remember, only part of your home can be written off if running a home business

DO NOT use a shoe box or bag for holding all of your receipts. Being organized is the key. If you bring me your receipts in shambles, I will need my bookkeeper to sort and process them...but this will increase the cost of doing your taxes.

Learn More

If you are not sure if something is deductible, just email me. I am here to help. I enjoy guiding my clients through the income tax land mines.

taxes@countingthebeans.ca

If you own a business, you need a set of books. I highly recommend you hire a certified professional bookkeeper. Should you decide to do your own bookkeeping; email me and I can send you a discount link for Quickbooks Online (the industry standard).

Find out more

Beancounter Bookkeeping & Advisory Services Inc.