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PERSONAL INCOME TAX PREP

Tax Season = STRESS for most folks. WHY?
  1)   There's a deadline.
  2)   Ever changing tax rules.
  3)   Too many complicated tax rules.
  ???)   What's yours?

Online Only Services Provided via:

EMail, Text, ESignature, ETransfer
  1)   EMail & Texting for communication & correspondence.
  2)   ESign (via Dropbox) for digitally signing documents.
  3)   ETransfer for payment of services.

Upon receiving ESignatures and ETransfer payment, a PDF version of your T1 Tax Return including all of the information used to prepare your return will be EMailed to you.

  Please NOTE: Ladner Store is closed permanently.

  I've moved out of the lower mainland.
Select a topic below for more details.

IMPORTANT INFORMATION FOR 2024 TAX SEASON

IMPORTANT CRA DATES:
  >   February 24 - CRA re-opens for 2024 tax filing
  >   April 30 - all tax owing should be paid (personal taxes plus GST if you're self employed)

  >   April 30 - basic personal tax return filing deadline to avoid late penalties and interest on any outstanding tax $$ owing

  >   June 15 - Self-Employed people/couples - tax returns and GST return filing deadline


IMPORTANT HERON TAX DATES:
  >   .
  >   APRIL 21 - client deadline for having ALL tax related information emailed ... AFTER April 21, I won't guarantee returns can be completed for the April 30th deadline.


  >   NOTE: Clients are responsible for eTransfer payment and eSignatures by the filing deadlines for Heron Tax to eFile tax returns on time

What information to provide

Key items to include, but not limited to:
  >   Most recent NOA
  >   All T-slips
  >   Relevant receipts & statements
  >   Investment reports

Click the link below to get a handy PDF checklist of information to provide.

Checklist

Basic Fees

To prepare One Basic Personal Tax Return our fees range from:

>  $100   1-3   slips/receipts/tasks
>  $110   4-7   slips/receipts/tasks
>  $125   8-10  slips/receipts/tasks

>  + $5   for each slip/receipt/task over 10

>  + $20-$65   for each NON-Basic tax schedules/forms or task/service

>  + $60-$90 per hour   for special consultation, tax planning

*Extra fees apply for extra tasks & NON-Basic schedules/forms.
*Heron Tax reserves the right to determine which tasks/schedules/forms are NON-Basic.

Are You Self-Employed?

I will send you an excel spreadsheet you can use to input your income and expenses. Be sure to keep all of your receipts as backup in case the CRA requests to see them. DO NOT PROVIDE INFORMATION WITHOUT A RECEIPT TO BACK IT UP.


Do You Own Rental Property?

I will send you an excel spreadsheet you can use to input your income and expenses. Be sure to keep all of your receipts as backup in case the CRA requests to see them. DO NOT PROVIDE INFORMATION WITHOUT A RECEIPT TO BACK IT UP.

Retiring? Are You a Senior? (65+)

Those first couple of years transitioning into retirement can often catch you unprepared with new multiple sources of income (CPP, OAS, Pension, RIF, Investments, etc). Often tax deducted at source is insufficient on your overall income.

A little tax planning at the beginning of the year can go a long way to avoiding a nasty tax surprise.