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This winter has been one to bring back memories with the amount of snow we have received. With any luck, though, we are due for some warmer weather soon! Unfortunately, the passing of winter and the warmer weather means that tax season is, once again, upon us.
The options for getting your tax documentation to me remain the same as last year. 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
41 Spruce Street
Tiny, ON L0L 1P1
The third option would be to hand deliver to my virtual 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 virtually through Zoom, 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 2024 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!
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