Personal Tax Services

Whether you're ready to streamline your tax filing or just have questions before getting started, let's connect.

Personal tax services

Why Choose Our Personal Tax Services?

The advantages of having Rattray CPA prepare and file your personal tax return

Maximize Deductions and Credits

Using our Personal Tax Checklist, we identify all eligible credits and deductions to minimize your tax liability.

CRA Support

If the CRA requests more information about your return, we handle it directly, providing documentation and saving you the hassle.

Convenience

File your taxes from anywhere, anytime. We handle the complexity while keeping your documents secure, with no time off work required.

Tax Optimization

Maximize deductions and minimize surprises with proactive tax planning and preparation throughout the year.

How It Works

Getting started is simple. Here is what to expect when you work with us.

1

Share Your Information

Fill out our questionnaire, provide CRA My Account access, send us your tax documents, and sign the engagement letter. Everything is handled securely online, no in-person visit required.

2

We Prepare Your Return

We review your documents and prepare your return accurately, checking for all eligible deductions and credits to minimize your tax liability.

3

Review, Sign, and File

We walk you through the completed return so you understand exactly what was prepared. Once you sign off, we file electronically with the CRA.

Frequently Asked Questions

Get answers to common questions about our personal tax services.

How much does it cost to have my personal tax return prepared?

Our price for an individual tax return starts at $185 and increases based on complexity.

Our sole proprietor tax return price starts at $300 if the bookkeeping is already done. The base price increases based on whether bookkeeping needs to be completed, a GST return needs to be filed, or any other work needs to be done.

If I owe tax to the CRA, how can I pay?

If you have a tax balance owing to the CRA, they accept three payment methods.

  1. Pay online
  2. Pay in person
  3. Pay by mail

The CRA provides details on how to pay by each method here.

If you are paying at a financial institution and need a remittance voucher, you can download one here.

When is my personal income tax return due?

Your personal income tax return is due by April 30 of the following year. If April 30 lands on the weekend, the deadline is the next business day.

If you are a sole proprietor, or your spouse or common-law partner is a sole proprietor, the filing deadline is June 15, or the next business day if it falls on the weekend.

If you have a tax balance owing, it must be paid by April 30 regardless of whether you are an individual or a sole proprietor.