Frequently asked tax questions
These answers are general information. Your tax result depends on your facts and current CRA rules.
Who do you help?+
Individuals, families, students, seniors, newcomers, landlords, self-employed professionals and small businesses across Durham Region, the GTA and Canada, excluding Quebec.
Can I submit documents online?+
Yes. Our secure client portal makes it easy to send documents without repeated office visits.
Do you prepare small-business returns?+
Yes. We support sole proprietors and partnerships with T2125 reporting, GST/HST and bookkeeping guidance.
Can you help with a CRA review?+
Yes. We help explain the request, organize records and prepare corrections where appropriate.
How do I book an appointment?+
Use our online calendar to view current availability and select a consultation time that works for you.
What if I missed a tax slip?+
Contact us with the slip and the affected tax year. The CRA says to wait for your notice of assessment before requesting a change to an already-filed return. We can review the appropriate next step for your situation.
CRA source: Changing a tax return.
What documents should I prepare for a personal tax return?+
Gather the income slips, receipts and supporting records relevant to your situation, together with your previous notice of assessment if available. Tell us about changes in your income or family circumstances so we can provide a focused checklist.
CRA source: Preparing to do your taxes.
What records should I prepare if I am self-employed?+
Organize your sales and income records, expense receipts, bank statements and records of business property. Keep separate records for each business. Tell us whether GST/HST reporting is part of the work you need.
CRA source: Business records.
Can I use your tax service if I live outside Oshawa?+
Yes. The practice is based in Oshawa and serves Durham Region, the GTA and clients across Canada, excluding Quebec. Remote appointments and secure document exchange are available. Contact us to confirm that your situation fits our services.
How is corporate tax and bookkeeping handled?+
Corporate tax filing and bookkeeping are arranged through our CPA partner, Umer. We confirm the work required, responsibilities and the appropriate contact before engagement. Personal and self-employed preparation remain distinct services.
Will you guarantee a tax refund?+
No. We review your information and explain the result before filing. We do not promise a particular refund or CRA assessment outcome.
How should I send sensitive tax documents?+
Engaged clients receive access to the secure TaxDome portal. Use the public contact form or booking calendar to arrange the service first; do not include tax slips, social insurance numbers or account passwords in an initial enquiry.
Choose the right preparation checklist
Use the service pages for a focused starting point, then confirm the documents and work required for your own situation.
Personal income tax preparation →