Waterloo’s Top Tax File Services
We provide customized and tailored solutions to effectively address both personal and corporate tax needs, ensuring optimal financial strategies that cater specifically to the unique circumstances, challenges, and goals of all our valued clients.
Personal Taxes
We strive to ensure the process is as smooth and efficient as possible. Our approach encompasses:
Acquiring all information available from CRA via their downloads.
Digitally scanning all your documents.
E-filing your tax returns.
Providing PDF copies via email or printed copies upon request.
Corporate Taxes
Regardless of whether we handle your bookkeeping, we will prepare your corporate tax return along with financial statements (if required). We will also electronically submit your corporate taxes on your behalf. Additionally, we can assist you with your HST as well.
Trust Taxes
We will submit the final return, ensuring that all of the provided information is accurately included, to CRA. Once everything has been successfully filed, we can proceed to request the Clearance Certificate on your behalf.
Payroll Services
We offer payroll services that include:
– Monthly remittances
– Payroll calculations for your staff
At the end of the year, we also handle T4s, T5s, T4As, and T5018s for your employees or contractors.
Bookkeeping
We have an onsite bookkeeper available who can manage your bookkeeping on a monthly, quarterly, or annual basis. Additionally, we can handle the preparation and filing of your HST with CRA.
Disability Credits
We can assist you in navigating the disability tax credit application process to ensure you receive all eligible benefits.
Scott Wildfong
Co-Founder & Accountant
Caron Jones-Wildfong
Co-Founder, Payroll & Tax Preparer
Sherrise Black
Bookkeeper & Tax Preparer