Based in Brampton • Serving clients across Canada

Personal Tax Services

Organized, accurate personal tax preparation with clear explanations of the information used, the filing result and any follow-up steps.

What may be included

Service details

  • Preparation and electronic filing of eligible T1 personal income tax returns
  • Employment, pension, investment and other common income reporting
  • Self-employment and professional income schedules
  • Rental-property income and expense reporting
  • Review of commonly available deductions and non-refundable tax credits
  • Prior-year and catch-up tax filings
  • Review of Notices of Assessment related to returns prepared by SR AccounTax
  • General tax-planning discussions for the upcoming year

Preparing for the engagement

Records normally requested

  • Government-issued tax slips and relevant CRA correspondence
  • Income and expense summaries for self-employment or rental activities
  • Receipts and supporting schedules relevant to the return
  • Prior-year return and Notice of Assessment, when available

Document safety: Do not send sensitive records through the public enquiry form. Document-delivery instructions will be discussed after the scope is confirmed.

Questions about this service

Frequently asked questions

Can you prepare returns with rental or self-employment income?

Yes. The scope and records required will be confirmed during the initial review.

Can you help with missed prior-year returns?

Yes, subject to record availability and engagement acceptance.

Should I send my SIN through the website form?

No. Do not enter a SIN, banking information, passwords, tax slips or identification documents in the public enquiry form.

Next step

Discuss your needs before sending records

Use the consultation form to describe the service, deadline and current status using general information only.

Book a free consultation