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PERSONAL INCOME TAX

Personal taxes made easier to navigate.

We prepare Canadian personal income tax returns with attention to your income sources, supporting slips and the deductions or credits relevant to your situation.

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Personalized support · Cloud-based service · Ontario and beyond

Notebook and paperwork prepared for tax season
WHAT’S INCLUDED

Support designed around your needs

We tailor the scope to your business, records and reporting requirements.

T1 personal income tax return preparation
Employment and investment income reporting
Sole proprietor and self-employment income schedules
Review of relevant deductions and credits
Prior-year filing assistance
CRA notice and assessment follow-up support
IS THIS RIGHT FOR YOU?

Built around the way you work.

Individuals, families, self-employed professionals and owner-managers seeking organized personal tax preparation.

Why work with Bookatana?

Clear communication, practical cloud-based processes, and personal attention from a bookkeeping partner who understands the day-to-day demands of a small business.

HOW IT WORKS

Three simple steps

01

Collect

We provide a checklist of your tax slips and relevant documents.

02

Prepare

We review the information and prepare your return.

03

File

We walk through the result and arrange filing after authorization.

GOOD TO KNOW

Frequently asked questions

Can you prepare returns for self-employed individuals?

Yes. We can assist with self-employment income and expense reporting as part of your T1.

Can you prepare several past years?

Yes. Prior-year returns may be possible depending on available records and filing requirements.

Do you also handle corporate taxes?

Yes. We provide both T1 personal tax and T2 corporate tax services.

What documents do I need?

That depends on your tax situation. We will provide a tailored document request that may include slips, receipts, prior-year returns and other records.

MORE WAYS WE CAN HELP

Explore our other services

LET’S WORK TOGETHER

Ready to get your finances organized?

Tell us about your business and the support you need. We’ll help you find the right next step.

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