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Well 2020 was certainly a different year in every respect, and there were days that I certainly felt like my squirrel friend above. Unfortunately as another year goes by, the tax man comes collecting and we are getting ready for a busy tax season dealing with all of the repercussions from last year.
As you may know from my last update, my wife and I left Burlington after the better part of 40 years to move north enjoy a quieter slice of life. However, I am still getting ready to weather through another year of taxes and still happy to continue working with my clients, old and new!
In order to serve you gas efficiently as possible 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 deliver to my new 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 2020 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!