INDIVIDUALS & PROFESSIONALS

SERVICES & RESOURCES  —

We don't just file tax returns at the time of year-end deadlines, rather we ensure you have year-long support in developing your own strategic financial plan so as to maximize personal and family wealth simultaneously helping you meet your tax obligations.

Seamless and hassle-free experience with timely submissions to meet your tax obligations

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"I really love your commitment to the clients first, as well as our shared passion for education and providing our clients with the resources to make sense of the crazy behind-the-scenes of their money"

"Your efforts and accounting acumen are helping me sleep nights. No Guff. Thank you" – B2

"I appreciate all you do for us, and how you’re looking out for us" — Siobhan Richardson

"Our appreciation for taking care of our mutual clients… despite all the uncertainties"
The Forest Hill Group. Scotia  Wealth Management

WHAT OUR CLIENTS SAY  —

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— MARY ELLEN

Lucia Thomas has been my accountant for nearly twenty years. Why so long?
Because I finally found the intelligent, helpful, calm, good-humoured person to mastermind my taxes I'd been hoping to meet since I started working! You couldn't PAY me to go anywhere else.

As a former professional actor and now as a psychotherapist, I'm predictably admin/math-challenged, but I can always count on Lucia for consummate effectiveness and professionalism in the tax milieu. Thanks to her wonderful guidance and support, my personal end of the tax prep process is simple and straightforward every year. I can't sing her praises loudly enough! I'm just hoping she never retires!

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— Alex Poch Goldin

I am so fortunate that Lucia Thomas has been coordinating my taxes and offering me sound tax advice for almost ten years now.

She is professional, patient and has great communication skills.I could not be more pleased with working with Lucia and the excellent team at Ross Professional Corporation.

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— LINDA

I have a problem doing income tax. My previous accountant left me feeling stupid and embattled.  I hated filing income tax so much that I just didn't do it - for years. I was terrified of what would happen when I finally surrendered. Ross Professional (Lucia Thomas) was a revelation. The staff get the job done - efficiently, without a lot of calls, and without judgement. They know the latest about income tax. They understands complex financial arrangements. They are there to help.

I am now an up to date tax filer, happy to leave my tax work in  the good hands of Ross Professional.

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— Carolynne Simons

I got recommended to Kelly back in 2016 when my business was starting to become more than I could handle. A few years later she connected me with my bookkeeper, navigated me down the road to incorporating, and my personal and corporate taxes have never been late!

Her fees are fair, and I can't put a price tag on the stress that I am relieved of. I try my best to get everything to her in advance, so I can focus on what my business demands of me during busy times. I consider her an advisor, not just an accountant.

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— JETTE HELM

My husband had dealt with Kelly Ross for many years and always spoke very highly of her and her associates.

I met Kelly for the first time early this year at a personally difficult time, and was welcomed in a friendly and professional manner. She immediately was able to identify and provide the support I needed. I am so thankful to Kelly for her knowledge, understanding and support and look forward with certainty that these qualities will be there for me in the future.

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— B.A.K.

Because of the loss of my husband, I was thrust, very late in life, into the world of the Canada Revenue Agency. Income tax returns/forms were so foreign to me I did not even know what questions to ask. Kelly Ross naturally understood and started a meaningful, non-technical conversation that allowed me to be aware of the details needed and requirements. She understood my new position in life, was a wonderful listener and offered valuable support. With the whirlwind of activities that were surrounding me at the time I called her, she showed patience and extreme consideration. Return calls were received in a timely manner, the paper workload was completed quickly and efficiently with a friendly, knowledgeable, personal approach. This was the support I needed during an extremely stressful time.
 
A new tax year is on the horizon and now I no longer need to live in fear and trepidation. Thank you, for being so accommodating and dependable. Looking forward to another comfortable tax year with you.

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I have had the absolute pleasure to work alongside Kelly Ross and her team for the last 4 years. I have personally referred many of my bookkeeping clients directly to her and in turn, partnered together to provide topnotch advisory services for numerous business owners. The message I hear back from clients is always the same - Kelly is the most likeable, approachable, and professional accountant they have worked with yet. I will and look forward to continue referring any of my clients in need of an accountant to Kelly and her team at Ross Professional Corporation. 

WHAT OUR CLIENTS SAY  —

— Jessie Manuel

Help Comply With Pre-Assessment And Processing Reviews

Representing You With Canada Revenue Agency

Assistance With Tax Reassessments And Audits

Voluntary Disclosure T1135 Forms

Voluntary Disclosure

T4 & Payroll For Caregivers

T1 Adjustments

Objections

Estate Returns

Federal And Provincial Income Tax Returns

services we offer  —

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To make your experience smooth-sailing and stress-free, we implemented a simple 3 Step System.

3 step SYSTEM / PROCESS

what you can expect  —

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We encourage you to fill in our Tax Packages

New Clients should also include a copy of your previous year’s tax return and/or Notice of Assessment.

If you have any questions feel free to call, email, or drop in during business hours. Details can be found on Contact page.

New Clients:
We offer a complimentary initial consultation (up to 15 minutes) with one of our tax preparers via phone, e-mail, or in-person.

Existing Clients:
Meeting charges will apply.

collate information

STEP ONE  —

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Completed tax packages and supporting documentation can be mailed to our office, submitted via our secure portal system, or dropped off in person.

Please gather all information before submitting your tax package, and be as organized as possible to minimize the amount of correspondence required.

If you are planning to submit documentation electronically, please email portal@rosspc.ca so we can set up your personal portal. When uploading information, best practice is to consolidate your information into as few files as possible. Please do not send your information via Dropbox or Google.

For your convenience, there is a drop-off box in the hall just outside our suite. After hours, please use the mail slot on the left side of the door. Please note our office deadlines and timelines for returns.

SUBMIT DETAILS & DOCUMENTS

STEP TWO  —

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We will contact you if we have any questions or need any clarification while we are working on your return.

As registered tax preparers, we are required to electronically file Canadian T1, T2 and GST/HST returns. If you request a paper return, a surcharge will apply.

For US returns, we electronically file federal and state returns in most cases.

Once your return is completed, we will contact you.

AWAIT FILED RETURNS

STEP THREE  —

It's natural to have some queries. Browse through some of the Frequently Asked Questions and if you still need answers, write us via the Contact form and we will respond to you at the earliest.

Frequently Asked Questions

are you wondering about  —

Empowerment is key to stress-free financial management. Here are some key dates, deadlines, notices and information to help ensure a seamless accounting experience.

NOTICES & DEADLINES

INFORMATION  —

Does tax filing feel like a mystery to you? You're in good hands. Sign up below to receive a complete breakdown on how to prepare adequately for stress-free accounting experience.

DOWNLOAD your personal Tax package for stress-free accounting

FREE RESOURCES  —

We love to give away tools and resources that will make your financial life stress-free and convenient for submissions. 

PACKAGES & Tools

FREE RESOURCES  —

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