Three Generations of Clients Can’t Be Wrong…

Personal Accounting: a retired couple We are a firm that your entire family can feel comfortable working with. An accounting firm that can help your children’s children with their tax preparation requirements.

“We have three generations of family that have dealt with Cody & James for years.  We are always greeted by friendly people with smiling faces.  If there are any questions or problems with the government, they are taken care of immediately.”
~Doug Walsh, Tax Client

You can expect:

  • E-filing with CRA which usually results in faster refunds
  • Confidentiality
  • Competitive rates 
  • Discounts for qualified low income taxpayers and for students/dependants
  • Year round service; our commitment to you doesn’t end on April 30th
  • Filing of tax returns for multiple prior years
  • Filing of T1 Adjustment Requests for prior years
  • Tax planning

As easy as 1, 2, 3

  1. Bring in your tax return information and slips (no appointment necessary) and we will contact you if we have any questions or find that information is missing (allow up to two weeks for preparation of your return)
  2. When your return is complete, we meet with you to review your return and ensure you understand the results
  3. Once you have signed the necessary documents and paid for the preparation we will e-file your return

But we’re still not done…

  • CRA frequently requests copies of documents to support the e-filed returns. We respond to these Pre-Assessment Reviews on your behalf at no extra charge.
  • Come in at anytime for tax planning.
  • In the event of a more thorough audit by CRA, we can provide further support. While this does incur additional costs to you, we find that having us correspond with CRA generally results in a better outcome.
  • When you have lost a loved one, the last thing you want to deal with is the complexities of filing their tax returns. Let us help you navigate this difficult area.

Contact Cody & James today. We will assist you with your personal accounting, tax planning and filing needs.

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