We can have this appointment over the phone or in-person - let us know what's best for you. It is the initial "fact finding" meeting where our Tax Advisor can gauge the complexity of the case and advise you on what documents will be required/helpful to have.
Tracy will help complete the final year Income Tax Return along with the T3/Trust Return so you can apply for the Clearance Certificate. Prices range depending on the complexity of the case.
We are upfront with pricing and can offer some guidance to Executors as we are Certified Executor Advisors (CEA).
Just getting to know us? Come see us at 300 Terry Fox Drive, Suite 1000 Kanata to discuss your investment options for your TFSA, RRSP/RRIF, LIRA/LIF, and other Investment and Savings accounts. No cost, no-obligation.
If you're already a client you're welcome to book us here - we look forward to catching up!
Meet with one of our experienced Tax Advisors (Tracy or Guy) to discuss your tax return at our office located at 300 Terry Fox Drive, Suite 1000, Kanata. If we have time we will complete it on the spot and e-file it (paper copies are available- just ask). If we need more time, we will call/email you when your return is complete.
Please note: you can drop off your tax documents to our office at 300 Terry Fox Drive, Suite 1000, Kanata Monday-Thursday from 10am-3pm - no appointment needed.
Visit our Tax Page for Checklists and additional information: https://bowiefinancial.com
You must convert your RRSP in the year you turn 71, but if you need income before then you can convert your RRSP to income at anytime. Let us help narrow down your options and decide on income options for your RRSP - Should you take the minimum amount or more? Do you want monthly, quarterly, or annual income?
We'll discuss possible tax outcomes and investment options in an easy to understand way and give you time to weigh your options so you can make an informed decision.
Just getting to know us? Let's chat in general about investment options for your TFSA, RRSP/RRIF, LIRA/LIF, and other investment and savings accounts. No cost, no obligation.
If you're already a client you're welcome book us here too- we look forward to catching up!
One of our exprienced Tax Advisors will call you to discuss your return over the phone. Afterwards, we welcome you to drop off your documents to our office, we offer pick up/delivery service, online and over the phone tax preparation options as well.
Tax checklists and additional information can be found at bowiefinancial.com
Year-round Tax Advisor with Bowie Financial Inc. Tracy is here to help with your income tax, OAS, and CPP questions all year. We specialize in helping retirees with their tax returns and concerns.
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