We are closed:
- Fridays from June 16th – December 31st
- All statutory holidays
- Easter Monday
- First business day after April 30th (usually May 1st)
- First business day after June 15th (June 16th)
- Two weeks over the Christmas/New Year holidays
For US returns, we are selectively accepting new clients, usually those who work in the arts & entertainment industry.
Please call our office or email firstname.lastname@example.org to discuss your US tax situation.
For information about fees for other services, please contact the office. Quotes can be provided upon request.
If submitting materials electronically, consolidate your information into as few files as possible; PDF file format is preferred.
Individual returns: approximately 3 business weeks, or 4 business weeks if we are doing your bookkeeping.
Corporate returns: approximately 6-8 business weeks, or 8-10 business weeks if we are doing your bookkeeping. Please consider dropping off your information one month after your year end, once you have received all bank and credit card statements.
US returns: approximately 4-6 business weeks, or longer during our peak season. Our office can file an extension for your US return, which will extend the filing deadline to October 15th.
If you don’t yet have a portal, request one at ttps://brianborts.com/portal-request/h
PDF files are recommended.
Consolidate your information into as few files as possible and organize by type (e.g. income slips, donation receipts, medical receipts, childcare receipts, etc.)
Submit all documentation at the same time.
Each tax package has a complete checklist which will help you determine exactly what types of information, documentations or slips you will need to submit. Examples include T-slips (T4s, T4As, T5s, etc), receipts for charitable donations, medical expenses, etc.
New clients, please include a copy of your previous year’s tax return (including all schedules), as well as our Privacy Package and Authorizing a Representative forms.
If we do not prepare your partner’s taxes, please also include a copy of their return. Please note that we strongly encourage couples (either married or common-law) to have both partners’ returns filed together.
For US returns, we electronically file federal and state returns in most cases.