Ideal for employees or individuals with T4 slips from one province.

Included Services:

• Unlimited T4s (1 province)
• T5 and other investment income if total < $500
• Statement of Benefit – T5007
• Ontario Trillium Benefit (rent/property tax)
• Medical expenses (yearly pharmacy summary)

Additional Fees May Apply:

• $20 for 2-or-more province
• T2200 Conditions of Employment
• T4A claiming expenses
• Higher investment income or capital gains for a total of $1,000
• Complex scenarios like foreign income

A comprehensive option covering multiple common tax slips and credits.

Included Services:

• T4 slips (1 province), EI Benefits (T4E)
• RRSP contributions (Mar–Dec & Jan–Feb)
• RRSP withdrawal (T4RSP), one T5 slip
• T4A (pension, annuity, other income)
• Home Buyers’ Plan Repayment
• Disability Tax Credit, union/professional dues
• Transit Amount (Presto usage report)
• Child Care expenses (receipt required)
• Tuition transfer credits from a dependent child

Additional Fees May Apply:

• Multiple provinces or foreign investment
• Extra time if documents aren’t complete

Special rate for full-time students (min 4 months).

Included Services:

• T2202A (Tuition/Education), T4A (Grants)
• One T4 slip
• Tuition transfer to a parent/grandparent
• Rent receipt for off-campus housing

Additional Fees May Apply:

• Multiple provincial T4 slips
• Claiming tuition outside Canada
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Tailored for seniors (CPP, OAS, foreign pensions, etc.).

Included Services:

• CPP T4A(P), OAS – T4A(OAS)
• Pension Income – T4RIF, T4A
• Foreign Pension (UK, Germany, Italy, etc.)
• Interest income (one T5 slip)
• Ontario Trillium Benefit (rent/property tax)
• Pension Income Splitting (+ $10)
• Donation slips, Disability Tax Credit

Additional Fees May Apply:

• Transfer of RRSP/RIF from deceased spouse
• T5008 (Gain/Loss), T5013 (Partnership), T3 (Investments)
• Employment Expenses (T2200), spousal support
• Sale of principal residence / capital gains
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