Client Case Study: We Found $750!
In 2017, Mike M. became a new client of Taxwerx. As we were preparing his 2017 return, we learned that in 2016 he had withdrawn funds from his RRSP for the Home Buyers Plan. But, his 2016 refund amount didn't seem large enough to have included the Home Buyers tax credit that he would have been eligible for in that year when he bought his house.
So, we had a peek....and sure enough, the firm who had prepared his taxes the previous year had missed claiming this credit! We were able to file an amendment for Mike for 2016, and got him back a cool $750!
Taxwerx works hard to ensure all new clients claim every credit and deduction they are entitled to....including reviewing previous years! If you're unsure if you've missed anything in any of your previous tax filings, connect with us at any time at firstname.lastname@example.org!
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