Current Intake Information as of 2024:

Please follow these steps for delivering your documentation to our office:

1) Mandatory: Print and complete this Client Drop Off Questionnaire. (Click on the word ‘Questionnaire’)

All clients, whether new or repeat, must complete this step
Returning clients will receive a copy in the mail (mailed on February 1, 2024)
Blank copies are also available in the literature holder located at our office at 2289 Fairview St, Unit 107
We do not require the Questionnaire form to be dropped to the office in advance of all other documentation; please assemble all documentation (as listed below) and drop together with the Questionnaire form in the same envelope

2) Optional: For each taxpayer, print and complete only the fields highlighted in yellow of this Authorization Request Form (click bolded text to open)

This step is entirely optional and not required again if you have already signed an Authorization form for Tax-Pertise Services in the past
Returning clients will receive two copies in the mail (mailed on February 1, 2024). Additional copies available at our office
Should you choose to take advantage of this service, this would allow us to access your account with CRA
A CRA representative may call you within a day or two to confirm that you have signed this document if you have chosen to do so

3) Seal all documentation (see list below), including the Client Drop Off Questionnaire and Authorization Forms (if applicable) in an envelope (no plastic please!) and deliver to our office at 2289 Fairview St, Unit 107. No appointment is necessary to drop off your documentation.

If you arrive to our office when we are in, you may deliver your package to the drop box located just inside our office door
If you arrive when the office is closed, you may still deliver your package via the mail slot in our office door (do not leave your documentation in our mailbox, as this is not a secure location)
We will be in touch as we are working through your return if there are any questions or when it is complete. Please ensure to include the best phone number to reach you at on your Client Drop Off Questionnaire form

What to include:

All income information (T-slips such as T3, T4, T5, etc. as well as any gain/loss reports, business income/expense worksheets, rental income/expense worksheets, etc., as applicable)
Documentation and receipts for all deductions, expenses, and tax credits that you wish to claim (excluding medical expenses - see below)
A copy of all pages of your most recent CRA Notice of (Re)Assessment (in most cases, this will be for tax year 2022)
Notice of all Income Tax Installment payments made during the year (you should receive a notice in February with a confirmation of all payments received by CRA)
Details of Property Taxes and/or Rent paid in Ontario (applicable to low income households and seniors 65 years of age and older)

Medical Expenses:

Please retain all medical receipts at home and provide us with the total out of pocket expenses paid for each family member in the appropriate section on page 2 of the Client Drop Off Questionnaire. Please ensure you check the dates on your receipts and include only those eligible for the 2023 tax year.

Note that we are not accepting intake via email at this time.

* Please be advised that to continue to provide you with the same level of service that you have come to expect over our 30+ years in business, once again, our pricing structure will be adjusted for this upcoming season. *

(905) 319-6363

Thank you for voting us BEST Income Tax Preparation (2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023) and BEST Accounting Firm (2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023) with the Burlington Post Readers' Choice Awards!

Proudly serving Burlington and surrounding area for 30 years.

Tax-Pertise Services is a locally owned and operated business that is pleased to provide the following services at competitive prices:

Personal and Small Business Tax Returns
Corporate Tax Returns
Bookkeeping
eFile

Ask about our Students' and Seniors' Discounts

Click for the BBB Business Review of this Tax Return Preparation in Burlington ON

Home

Current Intake Information as of 2024:

Please follow these steps for delivering your documentation to our office:

1) Mandatory: Print and complete this Client Drop Off Questionnaire. (Click on the word ‘Questionnaire’)

All clients, whether new or repeat, must complete this step

Returning clients will receive a copy in the mail (mailed on February 1, 2024)

Blank copies are also available in the literature holder located at our office at 2289 Fairview St, Unit 107

We do not require the Questionnaire form to be dropped to the office in advance of all other documentation; please assemble all documentation (as listed below) and drop together with the Questionnaire form in the same envelope

2) Optional: For each taxpayer, print and complete only the fields highlighted in yellow of this Authorization Request Form (click bolded text to open)

This step is entirely optional and not required again if you have already signed an Authorization form for Tax-Pertise Services in the past

Returning clients will receive two copies in the mail (mailed on February 1, 2024). Additional copies available at our office

Should you choose to take advantage of this service, this would allow us to access your account with CRA

A CRA representative may call you within a day or two to confirm that you have signed this document if you have chosen to do so

3) Seal all documentation (see list below), including the Client Drop Off Questionnaire and Authorization Forms (if applicable) in an envelope (no plastic please!) and deliver to our office at 2289 Fairview St, Unit 107. No appointment is necessary to drop off your documentation.

If you arrive to our office when we are in, you may deliver your package to the drop box located just inside our office door

If you arrive when the office is closed, you may still deliver your package via the mail slot in our office door (do not leave your documentation in our mailbox, as this is not a secure location)

We will be in touch as we are working through your return if there are any questions or when it is complete. Please ensure to include the best phone number to reach you at on your Client Drop Off Questionnaire form

What to include:

All income information (T-slips such as T3, T4, T5, etc. as well as any gain/loss reports, business income/expense worksheets, rental income/expense worksheets, etc., as applicable)

Documentation and receipts for all deductions, expenses, and tax credits that you wish to claim (excluding medical expenses - see below)

A copy of all pages of your most recent CRA Notice of (Re)Assessment (in most cases, this will be for tax year 2022)

Notice of all Income Tax Installment payments made during the year (you should receive a notice in February with a confirmation of all payments received by CRA)

Details of Property Taxes and/or Rent paid in Ontario (applicable to low income households and seniors 65 years of age and older)

Medical Expenses:

Note that we are not accepting intake via email at this time.

*** Please be advised that to continue to provide you with the same level of service that you have come to expect over our 30+ years in business, once again, our pricing structure will be adjusted for this upcoming season. ***

(905) 319-6363

Thank you for voting us BEST Income Tax Preparation (2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023) and BEST Accounting Firm (2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023) with the Burlington Post Readers' Choice Awards!

Proudly serving Burlington and surrounding area for 30 years.

Tax-Pertise Services is a locally owned and operated business that is pleased to provide the following services at competitive prices:

Personal and Small Business Tax Returns

Corporate Tax Returns

Bookkeeping

eFile

Ask about our Students' and Seniors' Discounts

* Please be advised that to continue to provide you with the same level of service that you have come to expect over our 30+ years in business, once again, our pricing structure will be adjusted for this upcoming season. *