FREQUENTLY ASKED QUESTIONS  —

OUR OFFICE

HOW CAN I PAY MY INVOICE?

WHAT ARE YOUR OFFICE HOURS?

Monday – Friday 9:30 AM – 5:30 PM

We are closed:
Fridays from June 16th – December 31st
All statutory holidays
Easter Monday
First business day after April 30th (usually May 1st)
First business day after June 15th (June 16th)
Two weeks over the Christmas/New Year holidays

ARE YOU ACCEPTING NEW CLIENTS?

I’M A NEW CLIENT, WHAT IS THE PROCESS?

Please see the 3 Step System / Process section of the website for details.

DO I HAVE TO FILL OUT YOUR TAX PACKAGE?

We do recommend that you fill out the tax packages found on our Forms & Tools webpage, including the checklist at the beginning. This will ensure that you provide all the information we need to prepare your tax return, and will also help minimize your accounting costs.

HOW MUCH WILL IT COST TO DO MY RETURN?

The cost of your return will depend on its complexity and time required to prepare it.

To help minimize your accounting costs, we encourage you to fill in our tax packages found on our Forms & Tools webpage, including expense sheets and worksheets where applicable.

For information about fees for other services, please contact the office. Quotes can be provided upon request.

HOW CAN I HELP MINIMIZE MY ACCOUNTING COSTS?

We encourage you to fill in our tax packages found on our Forms & Tools webpage, including expense sheets and worksheets where applicable. Please gather all information before submitting your tax package. Be as organized as possible to minimize the amount of correspondence required.

If submitting materials electronically, consolidate your information into as few files as possible; PDF file format is preferred.

HOW LONG WILL IT TAKE TO PROCESS MY RETURN?

Generally, the following time frames apply:

Individual returns: approximately 3 business weeks, or 4 business weeks if we are doing your bookkeeping.

Corporate returns: approximately 6-8 business weeks, or 8-10 business weeks if we are doing your bookkeeping. Please consider dropping off your information one month after your year end, once you have received all bank and credit card statements.

US returns: approximately 4-6 business weeks, or longer during our peak season. Our office can file an extension for your US return, which will extend the filing deadline to October 15th.

HOW DO I GET MY INFORMATION TO YOU?

Please see the 3 Step System / Process >> Step Two (Submit) section of our webpage.

WHEN DO YOU NEED MY INFORMATION?

Timelines depend on the type of return/s we are preparing. For a complete list, please see the Notices & Deadlines section of our website.

WHAT FORMAT SHOULD I USE WHEN SUBMITTING MY TAX INFORMATION ELECTRONICALLY?

Please submit information via our secure Portal system at https://cchportal.ca/portalthin.

Your user name is your email address.
If you have forgotten your password, click on “reset”.
If you don’t yet have a portal, request one at the New Portal Request section of our website

PDF files are recommended.
Consolidate your information into as few files as possible and organize by type (e.g. income slips, donation receipts, medical receipts, childcare receipts, etc.)
Submit all documentation at the same time.

WHAT INFORMATION SHOULD I INCLUDE WHEN SUBMITTING MY TAX INFORMATION?

Please complete our tax package found on our Forms & Tools webpage (there is a separate package for each type of return: Individual, Corporate, and US Individual).

Make sure to provide complete contact information.
Each tax package has a complete checklist which will help you determine exactly what types of information, documentations or slips you will need to submit. Examples include T-slips (T4s, T4As, T5s, etc), receipts for charitable donations, medical expenses, etc.

New clients, please include a copy of your previous year’s tax return (including all schedules), as well as our Privacy Package and Authorizing a Representative forms.

If we do not prepare your partner’s taxes, please also include a copy of their return. Please note that we strongly encourage couples (either married or common-law) to have both partners’ returns filed together.

HOW WILL MY RETURN BE SUBMITTED TO CRA?

As professional tax preparers, we are required to electronically file Canadian T1, T2 and GST/HST returns except in certain cases where CRA specifies paper-filing of a return. If you request a paper return, a surcharge will apply.

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

We have your covered. If your question isn't listed above, write or call us and we will respond to you at the earliest.

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