This Tax Season:

Submission Options:

In Person: physical paper drop-off to our location at: 130 St. Patrick Street W. Fergus ON,
Electronic Submission: Click on the appropriate button below to begin the process using DocuSign.
Contact: Contact us if you require additional information about fees, services, or process.

New Clients

Returning Clients

Client Support:

In order to offer you the best tax experience, we offer year-round support to our tax clients at no extra cost. This includes dealing with audits, understanding follow-up notices, and sending the CRA documents as requested.

Our Tax form to accompany your paperwork:

Vision Financial Tax Client Form

A handy checklist to make sure you have all your papers:

Tax Checklist

ADDITIONAL TAX YEAR INFORMATION:

Registering for your My Account with CRA is a fantastic way for you to be able to view your benefits and credit payments, tax refunds, RRSP & TFSA limits, and more.

CRA's "My Account"

CRA My Accout

Warning from the CRA:

Failing to provide all tax slips for any year will result in penalties. Repeat offenders will be subject to very punitive fines.

Therefore, we urge everyone to ensure they provide ALL the income slips you should before filing your return.

Commonly missed slips are T3s and T5s that are issued to reflect taxable income from investment holdings and bank accounts.

Scams

THE CRA WILL NEVER:

Ask for SIN number or personal information by email or text
Use threatening language
Ask for credit card information

COMMON SCAMS:

phone calls requesting personal information such as a social insurance number, credit card number, bank account number, or passport number.
Insist it is for a refund
Use threatening language to scare you
Try to log you in to a fake website

For more information visit the CRA Website

CRA WEBSITE