I just want to thank you for referring me to Tim Parris. He’s an amazing tax specialist!!! He not only did my 2018 return, he went back and corrected returns for the last 3 years, and my refund basically covered his services for this year’s return. He’s very well organized and well worth the price.
I would not hesitate to recommend him to anyone.
As clients are moving over to the new portal, I have added a link to the new portal on the menu at the top. Please note that you can use one or the other, but not both.
If you have not been invited to the new portal, you may use the Old Portal.
If you have, you use the New Portal. The new portal has a phone/tablet application which you can connect with using your phone/tablet. The links are available within the portal.
Tim…
I have to say you are amazing, such a time savings. Just wow. So impressed and happy things are getting cleaned up.
Also love the receipt program. …
Have a great day
Receipt Bank allows you to quickly and easily process receipts.
For individuals who have to prepare employment expenses, or have small business statements, the app which can be loaded on your phone makes it easy to snap pictures of all those pesky receipts immediately when you get them, as opposed to handling them come tax time.
If you have a significant number of receipts related to your business, you can scan and then upload the receipts for processing, or even engage me to do this for you. For even more complex situations, it may be necessary to set you up with multiple business in Receipt Bank. Each person is unique.
Please note that Receipt Bank can’t handle:
Please ask me about the benefits and costs.
During the past week, I and a select group of clients have been using Receipt Bank. I asked for comments. Here is what they said:
Nicholas, Small Business Person
Great tool for tracking daily expenses to ensure you don’t miss any deductions by misplacing receipts
Nicholas was initially hesitant about using Receipt Bank, but tried it. After 50 receipts for last year, he wanted to also start working on the current year. He figures that using this software will save him hours. Nicholas started using this without any training.
Last year, I had two new clients come with copies of their past three years of tax returns. (It is my practice to review the prior three years to ensure that I am consistent with the previous years.)
This is part two of two – How ignoring the information available from the CRA can result in an incorrect return!
For this case, I was specifically asked to check out two years of returns filed by the previous person. I cross-checked the returns against the partner’s information as well as against the CRA’s records.
During this process, it was clear that the person who prepared the returns disconnected the two returns and only accessed the information provided by the taxpayers. This resulted in:
The client has been charged about $15,000 more taxes and penalties than was necessary. Her correct return would have had a balance due that is less than $100.
We are still working with the CRA to fix these errors.
Lessons Learned:
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