Checklist-Existing Client

We are glad to have this opportunity to provide the tax planning service for you and your family in this year. 

Please send the following information to us.

A: Discussion Stage

·       Does your tax position change?

(Including change of family status, sold investment, tax plan)

·       What is your goal in this year?

·       You are welcome to contact us. Please book appointment with Luna Lv at info@bccpa.net

B: Data Collection Stage

·       Current year tax receipt, such us T4,T4RSP, RRSP deduction,

·       T5, T5008

·       Donation Receipt,

·       T2202a,

·       Foreign property information,

·       Business or rental income/expense

·       Work from home office expense.

·       Moving Expense. Move over 40 KM for studying or working.

C: Engagement Stage

·       You will be provided an estimated quote.