Personal Tax — T1
T1 personal tax preparation for employees, families, investors, landlords, students, and newcomers to Canada — reviewed with the same care whether your return is simple or has several income sources.
Who this is for
Is this service right for you?
- Employees with T4 income, one or several employers
- Families claiming childcare, tuition, or medical expenses
- Investors and landlords with T5, T3, or rental income
- Newcomers to Canada filing for the first time
- Anyone who wants a second, professional review before filing
What's included
Here's what we handle
- Review of all income slips and supporting documents
- Identification of applicable deductions and credits
- Preparation and electronic filing (EFILE) with the CRA
- Explanation of your results in plain language
- Guidance on instalments if you may owe next year
- Retention of your file for future reference
Process
How we work together
- 01
Book or contact us
Reach out by phone, email, or the contact form to start your file.
- 02
Provide your information securely
Share your slips and documents through a secure channel — never by unencrypted email for sensitive items.
- 03
We prepare and review
Your return is prepared, checked for accuracy, and reviewed against applicable credits and deductions.
- 04
Review, sign, and file
You review a summary of your results before we file electronically with the CRA.
Getting started
Documents you'll likely need
Personal Information
- Government-issued ID
- Social Insurance Number
- Current mailing address
- Prior year Notice of Assessment, if available
Income Slips
- T4 (employment income)
- T4A (other income)
- T5 (investment income)
- T4E (EI benefits)
- T3, T5013, or other slips that apply to you
Deductions & Credits
- RRSP contribution receipts
- FHSA contribution receipts, where applicable
- Tuition receipts (T2202)
- Childcare expense receipts
- Medical expense receipts
- Charitable donation receipts
- Moving expense records, where applicable
A note on document sharing
Special situations
We also help with
- First return after moving to Canada
- Rental property income and expenses
- Capital gains from investments or property
- Multiple provinces of residence during the year
- Prior-year returns that were never filed
FAQ
Common questions
Any slip you received for the tax year — T4, T4A, T5, T4E, and similar — along with receipts for deductions or credits you plan to claim. If you're missing a slip, we can help you retrieve it through the CRA's My Account service.
The general filing deadline for most individuals is April 30. Self-employed individuals and their spouses have until June 15 to file, though any balance owing is still due April 30. Deadlines can shift when the date falls on a weekend — we confirm the exact date each year.
Yes. We regularly help clients catch up on outstanding returns and can discuss options for addressing penalties and interest with the CRA.
Please don't send sensitive documents through an ordinary email or web form. We'll provide a secure method for sharing your information once your file is opened.
Ready when you are
Ready to get started with Personal Tax — T1?
Book a consultation and we'll walk through exactly what your situation needs.