top of page

​

​

To avoid delays & missed docs, please do NOT submit until you have ALL of your documents. (except Jan/Feb RRSPs) If you think I might need it, submit it to avoid delays, I will ignore it if I don't need it. 
​
Apr 29: Working on Apr 27 submissions

​***Please provide new address if you have moved!!!***

​

SUBMISSION CUTOFF FOR APRIL 30 FILING: NEW CLIENTS - APRIL 21, RETURNING CLIENTS - APRIL 25

Services Provided

I have adapted my business to be fully virtual so you can have your return prepared while not having to set up appointments or leave your house.  All documents (scans or pics from your phone are fine) can be sent to me directly through the secure link on this site.  This data transfer service is fully secure and exceeds CRA security requirements.

​

I service all provinces/territories in Canada, except Quebec.  Personal returns, sole proprietorship, and GST returns.  I do not presently do corporate returns.

Men with Calculator
Image by Markus Winkler

Business Tax Preparation

Sole Proprietorships

MLM/Direct Sales

GST Returns

​

**I do not currently offer corporate tax services but can refer you to a colleague**

Personal Tax Preparation

Rental Income
Dividends/Interest/Investment Income
Capital Gains/Losses
Disability Credit
Childcare
Medical Expenses
Donations
Employment Expenses
Moving Expenses
Tuition
Prior Year Review
General Advice

Helping Hands

Disability Tax Credit Consultation

I will answer questions you may have about qualifying disabilities.  Websites that claim to "get you the DTC" are, in my opinion, predatory on a vulnerable population.  They charge upwards of 20-30% of any funds you receive; that is money YOU are entitled to and YOU need.  You do NOT need these services to qualify for, and receive the DTC.

​

I will be happy to review your application prior to it being submitted to ensure it's properly completed and charge a reasonable flat fee just to cover my time.

IMG_2075.jpeg

All About Me

I'm a mom of twins living in BC. As a former CRA employee, I spent a lot of time working with taxpayers who made mistakes on their returns simply from not knowing what was or wasn't allowed to be claimed or what type of income was required to be reported etc. Upon moving to AB from BC in 2009, I decided to begin using my extensive knowledge of the personal tax system to offer my services to the general public. Our family returned to BC in 2021. 
​I maintain very reasonable rates as I believe everyone should be able to access accurate tax advice or have their returns done without having to worry about coming up with multiple hundreds of dollars to do so, while also respecting my time, education, and experience. I have flat rates based on scenario and do NOT charge extra for multiple income slips (e.g., T4s) or multiple basic credits (e.g., RRSPs, tuition, charitable donations etc).  Please see my Rates page for current information.

Contact Me

Feel free to email me directly, fill out the contact form, or you can private message me on my Facebook page (link below).

  • Facebook

Thanks for submitting!

©2021 by The Tax Lady

bottom of page