The 2018 personal tax season is upon us.  
 
 
Existing clients, please feel free to drop off your tax information with any personal information updates (phone, address, etc).
 
 
New clients, please contact us to set up an appointment with Lowell or Diane to discuss your engagement needs, get your personal information, sign authorization forms and to make sure we're a good fit for each other. 

Items to bring with you:
  • All 2018 tax slips and relevant tax information
  • A copy of your 2017 tax return and notice of assessment
  • Personal information - address, phone number, marital status, children information
We will get all your information, get your return started and then contact you once your tax return is complete to set up an appointment to go over your return, answer any questions and sign all documents.
 
The filing deadline for most and payment due date for all is April 30, 2019.  To avoid potential interest and penalties, please bring in your information as soon as possible.
 
We look forward to working with you!