Income: Job (T4), EI, benefits or pension; maybe small bank interest/dividends
Slips/credits: Tuition, RRSP/FHSA, rent or property tax, daycare, medical, donations, disability, professional fees
Business income: None - No freelance, contract, Uber/Lyft or other self-employment
Property / outside Canada: none - No rental house, no home sale, no income or property outside Canada
Who this fits: Most employees, students and retirees who get the usual slips each year and simply want their personal tax return filed correctly and on time.
Everything in SERVICE A
+
Business income: Freelance, contract, Uber/Lyft or other self-employment
Investment income: Interest, dividends, stock trading slips (T5/T5008), capital gains
Property / outside Canada: none - No rental house, no home sale, no income or property outside Canada
Who this fits: Personal returns where you work in a job and also run a small business or trade investments on the side.
Everything in SERVICE B
+
Property: Rental or AirBnB property and/or you sold a home or other property this year
Moving / foreign: Moving expenses and/or income or property from another country (for example T1135 or salary from another country)
Who this fits: People who own or sold property, moved homes, or earn or hold money outside Canada and need extra care on their personal return.
Goal: Advice before we file this year’s return
Topics: RRSP vs TFSA, investments, real estate and other tax questions
Future: Plan income or withdrawals so you pay less tax in future years
When to choose this: If you are planning big money decisions soon, like buying property, changing jobs or retiring, and want clear tax guidance before you act.