Tax preparation for Durham Region, the GTA and clients across Canada
PERSONAL TAX PREPARATION

Personal tax returns prepared carefully and explained clearly.

Personal income tax preparation for individuals and families in Oshawa, Durham Region, the GTA and across Canada, excluding Quebec.

Canadian personal tax documents, calculator and currency arranged on a desk
Canadian tax supportOSHAWA · REMOTE SERVICE AVAILABLE

A complete review of the facts behind your slips.

A personal return can involve more than entering T4 slips. We review your sources of income, family circumstances and the records that may support deductions or credits, then explain the result and answer questions before filing.

Remote service is available. After engagement, clients can exchange records through TaxDome rather than emailing sensitive tax documents.

Scope and expectations

Eligibility for deductions, credits and benefits depends on your facts and current CRA rules. We do not promise a particular refund or assessment result.

DOCUMENT CHECKLIST

Records commonly needed

Your exact checklist is tailored after we understand your situation.

  • CRA slips such as T4, T5, T3, T4A or T4RSP
  • Prior-year Notice of Assessment
  • Receipts relevant to your deductions or credits
  • Rental income and expense records, if applicable
  • Details of significant changes during the year
OUR PROCESS

A clear step at every stage.

  1. 1We learn what changed and provide a tailored checklist.
  2. 2You submit the relevant records through the client portal.
  3. 3We prepare and review the return, clarify open items and explain the result.
  4. 4After authorization, the return is filed and you retain your final documents.
SERVICE-SPECIFIC ANSWERS

Questions about personal tax

Can you prepare more than one year?

Often, yes. We first identify the outstanding years and available records, then confirm a practical filing sequence.

Do you work with clients outside Oshawa?

Yes. Remote appointments and online document exchange are available throughout Canada, excluding Quebec.

Can you guarantee the size of my refund?

No. The result depends on your income, tax withheld, deductions, credits and CRA rules. We focus on an accurate, supportable return.

Call S & M Tax Services