Canadian Tax Professional and Money Coach
Effie[at]PrudentMoneyCoach[dot]com | (six zero four) 728-5139
Effie[at]PrudentMoneyCoach[dot]com | (six zero four) 728-5139
I'd be happy to provide you a tax quote after a brief tax interview.
Give me a call or schedule a Zoom video call by clicking on the blue Calendly button (lower right corner).
Give me a call or schedule a Zoom video call by clicking on the blue Calendly button (lower right corner).
UPDATE FOR 2025 TAX SEASON (April 10, 2025)
Wait time is now 3 weeks. I can not guarantee your tax return will be finished by April 30, 2025. Send me an email if you'd like to be placed in a waitlist.
If you are expecting a refund or if you or your spouse/ common-law partner are self-employed, you have until June 16, 2025 to file your 2024 tax return.
Who am I?
What do I do?
Wait time is now 3 weeks. I can not guarantee your tax return will be finished by April 30, 2025. Send me an email if you'd like to be placed in a waitlist.
If you are expecting a refund or if you or your spouse/ common-law partner are self-employed, you have until June 16, 2025 to file your 2024 tax return.
Who am I?
- I am a tax professional and a money coach.
- If you hate taxes, let me do it for you. :)
- If you are wondering where your money went, track your spending and/or take advantage of my 30-minute free consultation.
What do I do?
- I am passionate about helping others ease their stress due to tax filing.
- I want to help others minimize their tax payable and receive benefits they are eligible for.
- I want to help others be literate about their personal finance.
HOW MUCH DO I CHARGE?
It depends on your tax complexity. I'd be happy to provide you a tax quote after a brief tax interview. Give me a call or click on blue Calendly button (lower right) to schedule a Zoom video call. Here are some sample of my prices.
There are many Tax Specialists out there, why would you consider my service?
1. I provide a tax quote so there won't be any surprises when you receive your invoice. Sole proprietors and rental owners will be able to claim my fee as an expense.
2. My fee generally includes a 30-minute assistance if you are assessed by CRA (Canada Revenue Agency).
3. I will gladly refer you to others if what you need is not withing my scope of knowledge. I have a network of other professionals.
TIPS BEFORE YOU FILE YOUR TAX RETURN
1. If you plan to file taxes yourself, start gathering documents. This may be the task that took the longest time. But, when all documents are collected, it may not take you that long to finish your taxes. It is easier to do all the data entry in one sitting rather than to re-visit your tax return multiple times.
2. If you would prefer someone else to do your taxes for you, decide if you would like to request help from a free tax clinic or pay a tax professional. Whichever one you decide, book an appointment now while they still have openings. Due to Canada Revenue Agency's tax updates, some tax professionals are already at capacity and are very selective in accepting new clients.
Visit my blog page to read my monthly Tax and Money tips. If you need help with your taxes, I'd be happy to do a tax interview with you, then send you a quote. Contact me or CLICK HERE to schedule a time. Happy Tax Filing!
It depends on your tax complexity. I'd be happy to provide you a tax quote after a brief tax interview. Give me a call or click on blue Calendly button (lower right) to schedule a Zoom video call. Here are some sample of my prices.
- $85 + GST for full-time students. Tip: Students may qualify for free tax clinic help. Find one in your school or near your home.
- $130 + GST and up for those with employment income (T4 slips) and seniors.
- $200 + GST and up for those with investment income.
- $250 + GST and up for those claiming employment expenses, rental income + expenses, business income + expenses.
- $75 + GST and up for GST return.
- $100 + GST and up for T1135 (foreign property reporting)
There are many Tax Specialists out there, why would you consider my service?
1. I provide a tax quote so there won't be any surprises when you receive your invoice. Sole proprietors and rental owners will be able to claim my fee as an expense.
2. My fee generally includes a 30-minute assistance if you are assessed by CRA (Canada Revenue Agency).
3. I will gladly refer you to others if what you need is not withing my scope of knowledge. I have a network of other professionals.
TIPS BEFORE YOU FILE YOUR TAX RETURN
1. If you plan to file taxes yourself, start gathering documents. This may be the task that took the longest time. But, when all documents are collected, it may not take you that long to finish your taxes. It is easier to do all the data entry in one sitting rather than to re-visit your tax return multiple times.
2. If you would prefer someone else to do your taxes for you, decide if you would like to request help from a free tax clinic or pay a tax professional. Whichever one you decide, book an appointment now while they still have openings. Due to Canada Revenue Agency's tax updates, some tax professionals are already at capacity and are very selective in accepting new clients.
Visit my blog page to read my monthly Tax and Money tips. If you need help with your taxes, I'd be happy to do a tax interview with you, then send you a quote. Contact me or CLICK HERE to schedule a time. Happy Tax Filing!
If you hate taxes, let me do it for you. :)
Contact information:
Effie[at]PrudentMoneyCoach[dot]com | (six zero four) 728-5139
Effie[at]PrudentMoneyCoach[dot]com | (six zero four) 728-5139
Photo by Toa Heftiba on Unsplash