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PersonalBanker is required by Canadian law to charge HST on all feasible services.

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In order for us to conduct a thoroug assessment on your files, our accountants will need to do a full review on your past tax history that’s stored on the CRA website, we will need access to your file that can only be obtained with your SIN.

We are also required by CRA to have our clients provide us with signed confirmation that we were given authorization for representation, so along with your SIN a signed T1013 form is also requested.

Your data will only be used for our PersonalBanker services.

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A tax return is a document that taxpayers have to file with their taxable income, tax credits or other relating information and submit it to the Canadian Revenue Agency (CRA) annually. The tax return for a particular year has to be submitted by April 30 of the following year. Therefore, Tax Return service is a service provided where one hires someone to fill out and submit their annual tax returns as required by CRA.

Tax-Reclaim or tax recovery refund service is an internal tax audit tool which helps taxpayers to review and amend their tax return that goes as far back as 10 previous years. Through the adjustment process, taxpayers can find many tax credits they may have missed or failed to claim in previous filings. Once identified, these credits can be amended for a reclaim refund..

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A free tax clinic is a place where eligible people can get their tax returns done for free. These clinics are hosted by community organizations across Canada through the Community Volunteer Income Tax Program. There are different types of free tax clinics. Walk-in: Show up during advertised hours and a volunteer will do your tax return for you on a first-come, first-served basis. By appointment: Make an appointment to see a volunteer, and the volunteer will do your tax return during the appointment. Drop-off and pick-up: Show up during advertised hours and drop off your documents. A volunteer will do your return, and you pick it up at a later time. You will have to prove your identity when you pick up your return and documents.}

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You are only charged a service fee on refunds that are credited by CRA. If we are unable to identify refunds that are credited by CRA, you will not be charged our service fee of 33% plus HST.

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Our Tax Experts and Specialist are amongst the best in this area of work and individually holds more than 40-years of experience and knowledge in the tax and financial industry.

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Yes, by law, you or your accountant can amend any missed refunds/credits. However, to maximize your refunds the best suggestion would be to have your assessment/amendment done by a tax expert who specializes in this area and is knowledgeable of all provisions to be considered.

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