Tax Season is Upon Us!

Two years of an ongoing COVID-19 pandemic and now a war in the Ukraine have made for some challenging times. Unfortunately the tax man never seems to take a break and we find ourselves facing another year of reckoning.

As many of you know, my wife and I have been building our new, and, in these market conditions, hopefully our last home in south Georgian Bay. Unfortunately, many of the supply chain issues and labour shortages have delayed us from being able to get it finished. So for one more year our addresses will remain the same and the method you used previously to get your tax information to me will also remain unchanged for this year.

If you are a new client or your situation has changed, I have a few options for exchanging your tax information. Please feel free to choose whatever method is the most convenient to you.

The first option would be to send everything in electronic format (scanned documents and spreadsheets) via email or secure dropbox. If you are unsure of what documents I need to see, please feel free to email or call and ask.

The second option would be to mail or courier your information to my local address:

Wise CPA, Professional Corporation

36 Farwell Avenue

Wasaga Beach, ON L9Z 0H3

The third option would be to mail or hand deliver to my business centre office in Burlington. Please note that the materials you drop off will be held securely by the staff at OnePlan Business Centre, but the documents should be addressed as below and secured in a sealed envelope. Any documents in loose folders run the risk of being lost or misplaced in their handling by any party involved. The address for the business centre is:

Wise CPA, Professional Corporation

℅ OnePlan Business Centre

5063 North Service Road, Suite 100

Burlington, ON L7L 5H6

If you would like to meet personally with me, I am happy to do so, but will require a specific appointment time with some lead time. We can make arrangements to meet at your home or place of business or at a meeting room at the OnePlan Business Centre.

I have also attached a copy of my 2021 Personal Income Tax Questionnaire (download here) that will serve as a guide in your assembly of materials that need to be sent for the preparation of your tax returns.

If you have any questions or concerns about the above I would be happy to set up a call or meeting to discuss them with you. Thank you for your continued and loyal patronage, I look forward to our continued relationship!