Life is busy!! Juggling your career with keeping your littles happy, healthy and active is hard enough to keep up with day-to-day. When tax time comes, it’s yet one more thing to have to deal with.
Our Young Family package makes it as easy as possible for you to get your taxes done by an experienced professional, and is guaranteed to maximize the returns for your family. We’ll make sure income and credits are claimed by the appropriate spouse, and our online portal lets you look after it all over a glass of wine once the kids have finally gone to bed!
Your $175 Young Family package includes:
• Customized checklist to make sure we capture all of your information (T4’s, EI slips, investment or other income, RRSP contributions, childcare costs, etc.)
• Ability to authorize us to have direct access to your CRA (Canada Revenue Agency) accounts, to save you from having to round up all your tax slips and send them to us
• Your own “digital shoebox” where you can securely drag & drop copies or pictures of slips that we can’t get directly from CRA
• Tax returns prepared by an experienced tax professional and reviewed to ensure we have maximized your refund/minimized what you owe
• If you owe, an explanation of why (not enough tax taken by your employer, etc.)
• Recommendations to improve your tax situation in future years
• If you aren’t already, setting you up for direct deposit with CRA to get your refund back to you as fast as possible
• A pdf copy of the tax returns that you can download at any time, to provide to banks and others who need it
• Answers to any questions you have about how your taxes work, and access to our educational content specifically designed to help young families better understand taxes
Optional Add-on - $45 family Tax Buddy Program
Our Tax Buddy program lets you “file it & forget it” - we deal directly with CRA if they have any questions about your tax return, and provide them with copies of any slips for credits they may choose to audit at random (child care receipts are a frequent one they look at).
As Executive Director of Kingston Accommodation Partners, Professor at St. Lawrence College in the School of Business and busy mom of two I cannot carve out enough time in my day to sleep yet alone think about the daily check list. Taxes are a necessary part of adulting and I cannot say enough about the service at Taxwerx. The process is efficient, affordable and seamless; and it was like they were at the kitchen table with me making the numbers come together.