What is the new grocery rebate that has been proposed?

The Government of Canada has proposed to increase the Canada Groceries and Essentials Benefit (formerly the GST Credit) by 25% for five years starting in July 2026. In addition, a one-time top-up payment equal to 50% of the 2025-26 value has also been proposed.

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What do I need to know about claiming investment management fees?

Fees can only be claimed for non-registered money.  If this applies to you, please provide the full tax package sent to you from your bank, financial advisor, mutual fund provider, etc.

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How long will it take to complete my tax return?

How long it takes can vary depending on how complex your return is, how quickly all of your tax information is supplied and how busy it is during that time of year.

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I filed my return with you last year. Do I need to bring in my past year returns?

No, if you filed with us last year we will have a copy of your previous years' information.

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What if I did not prepare returns for previous years?

We’re happy to help with returns for previous years.  Just review our What to Bring page and gather all relevant documents. Coming in earlier in the tax season gives us plenty of time to talk things through and prepare everything properly.
If you owe taxes, there may be a penalty for filing after the deadline; if you don’t owe taxes, there’s no penalty.

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I paid out of pocket for several prescriptions—what’s the best way to provide that information to you?

Most pharmacies can print a free summary of all prescription medications you paid for through the year. Please submit this summary to us along with your other information.  With the summary (or summaries) there is no need to submit original receipts to us, but please retain them for your records.

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Are my medical expenses eligible?
Please see the CRA 2025 guidelines for medical expenses  If you still have questions just ask us when you drop off your information. 

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I have a small business/rental property.  What expense receipts do I need to bring in?

Please see our Forms for Download page.  There you will find our forms to help you complete the necessary income and expense information.  You can also pick up a copy from our office. By carefully completing the yearly totals in these forms and including  them in the tax information  you drop off to us, they may help to reduce  additional costs on your tax preparation fee.  There is no need to submit original receipts to us, but please retain them for your records.

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How do I notify CRA of a change in my address or marital status?

If you’re registered for the CRA’s online services, you can change your personal details such as an address change or change in marital status by going to your CRA My Account or by calling the CRA at 1-800-959-8281. You can also fill out the appropriate form(s) and and send them to your tax centre.
Address change:   Form RC325 Address change request
Martial Status change:   Form RC65, Marital Status Change

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How can I get a copy of my notice of assessment or reassessment?

You can get a copy in your CRA My Account. You will be able to view and print detailed information of an assessment or reassessment of your income tax and benefit return for the current year and the 10 previous years.  If you have not set up your CRA My Account, you will receive a copy of your notice in the mail.

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Should my spouse be a beneficiary or a successor on my TFSA account?

A spouse named successor holder takes over the TFSA, which continues tax-free and doesn’t use their contribution room. A beneficiary receives the TFSA tax-free, but the account closes and post-death growth is taxable. For spouses, successor holder is usually better.