Appointments

✅ Mandatory for all clients:

•    1. Government-issued photo ID
•    2. Social Insurance Number (SIN)
•    3. All tax slips (e.g., T4, T4A, T4E, T4RIF, T4RSP, T5, T3, T5007)
  
  

🔹 If applicable to your situation:

•   – Spouse’s information and income
•   – Children’s information and income 
•   – CRA Disability Tax Credit notice
•   – For newcomers: Arrival date & amount of foreign-sourced income earned in the tax year before arriving in Canada
•   – Rental/property tax receipts
•   – Tax Deduction Receipts: Donations, medical, child care, tuition, RRSP, bus pass (seniors only)

  Only bring documents that apply to your situation.