Tax Preparation Services

We’re Taking a Pause

I’m currently away for medical reasons and am not taking on new tax work at this time. If you’d like to be notified when I reopen my books, please join the waitlist below. An update will be sent out towards the end of February.
Thank you for your understanding and support.

Dawn

Join the waitlist here

Tax Preparation Services

Whether you’re filing for the current year, catching up on multiple years, or navigating complex tax situations, I simplify the process and maximize your return with accuracy and care.

Get started!

Completely Virtual Process!

Step 1 – Reach out! Fill in this quick form with your name, email and whether you’d like to book a time to talk first, or if you’re ready to submit your documents. You’ll get an auto-reply based on your answer. (check your junk folder if it doesn’t come in a few minutes.)

Step 2 – Submit your information/ upload your documents. What information is required? Here’s a list

Step 3 – Authorization If you are a new client, you’ll get an automated email with directions for how to add us as an authorized representative with CRA.

Step 4 – Review Once we have all your information, you’ll hear back within a week and we will go over your tax return and offer any suggestions that might help get you a better result.

Step 5 – Pay, sign and file! When it’s complete, you’ll get your invoice and a T183 form (gives permission to file the return) for digital signature. When those two pieces come back, we will electronically file your tax return(s) with CRA!

I’m ready to start the process!

What Clients Are Saying

Rating: 5 out of 5.

I used to do my own taxes online but ran into some issues a couple of years ago. I reached out to Dawn and she quickly figured out what needed to be done and had my taxes done very quickly and accurately. It’s such a relief to be able to pass everything on to her and be confident that my taxes will be done properly.

Rating: 5 out of 5.

Dawn was a pleasure to work with. She answered my many questions with kindness and helped me ensure I got the best possible results. Dawn has good communication skills, transparent and honest. I am very pleased to have worked with her and will continue to do so and recommend her to family and friends.

Rating: 5 out of 5.

This was my easiest Tax Return yet! With Dawn’s guidance and streamlined system, I was able to upload all of my tax documents and receipts with ease, send her notes about claims I wasn’t sure about, and she even checked in to make sure I was making use of all the deductions that were applicable to me, even ones I didn’t know about. Tax Wise will be my go-to from here on out! Thanks Dawn.

Pricing

Simple tax returns – $90+tax
1-3 slips, minimal credits and deductions

Moderate tax returns – $110+tax
Multiple tax slips, credits or deductions (such as medical, child care, union dues, etc.)

Additional fees that may apply:

  • Rental Statements (fully complete) +$70+tax
    Rental statements that require requests for additional information, will be more, depending on time spent.
  • Business Statements – starting at $100+tax
    This is for sole proprietors and partnerships only. Incorporated businesses are outside my scope of practice.
  • HST returns (with completed calculations) +$40+tax
    This is per return. Quarterly filers will need to pay per quarter.
  • Bookkeeping services +$60/ hour +tax
    Right now, this is excel bookkeeping for the purpose of completing income tax returns and HST returns.
  • Advisory or tax planning services +$120/ hour +tax
    Want to know what you can claim or how to optimize your tax balance? book a consult and we can talk about your specific tax needs.

Resources

What’s Needed

Unsure about what you need to provide your tax preparer? I’ve put together a list 🙂 If you have questions about your specific situation, feel free to book a quick consult using this link and we can get you sorted. Personal Information Dependents Income Credits and deductions This isn’t an exhaustive list, just the most…

Keep reading

Why Taxes?

Ever wonder why a person would choose to be a tax specialist? It’s an interesting story actually. haha. I graduated with a business management diploma in accounting in 2009. I clearly remember my first job in an accounting office, and how much I absolutely hated it. The work was fascinating, but the work environment was…

Keep reading