Practical Help to Keep Your Financial Records Organized
Straightforward bookkeeping, tax and financial record support for individuals, self-employed clients, rental property owners and small businesses.
Financial Information Should Be Easier to Manage
Taxes, bookkeeping and financial records can become overwhelming when information is missing, behind or difficult to organize. Tina helps clients understand what records are needed, bring information together and keep financial matters more manageable.
Tax & Financial Record Help
Practical assistance for common bookkeeping, tax and record-keeping situations.
Personal Tax Help
Assistance organizing tax slips, income information, deductions, credits and other documents needed to prepare a personal income tax return.
Self-Employed Tax Help
Support organizing business income, expenses, home office costs, vehicle information and other records required for self-employed tax reporting.
Rental Property Tax Help
Assistance organizing rental income and eligible expenses for T776 rental property reporting, including property taxes, mortgage interest, insurance, repairs and other property costs.
CRA Letters, Reviews & Audits
Help understanding CRA correspondence, organizing requested information and preparing documentation for reviews, audits and other CRA follow-up.
HST & Business Reporting
Assistance organizing sales, expenses, input tax credits and other records needed for HST returns and periodic business reporting.
Catch-Up & Financial Organization
Help bringing bookkeeping and financial records up to date, organizing missing information and preparing records for tax filing or year-end work.
Better Records Make Tax Time Easier
Keeping records organized throughout the year can save time, reduce confusion and make it easier to prepare accurate bookkeeping and tax information.
- Keep income and expense records together
- Save receipts and supporting documents
- Reconcile bank and credit card accounts regularly
- Keep business and personal transactions separate where possible
- Retain CRA letters and tax documents
- Track rental property and business expenses consistently
Need Help Getting Caught Up?
If your bookkeeping or financial records are behind, Tina can help organize the information, identify what is missing and work through the records needed to bring things up to date.
A Few Things to Keep in Mind
Small record-keeping habits can make a big difference when it is time to complete bookkeeping or tax work.
Keep Supporting Documents
Save receipts, invoices, statements and other records that support income and expenses.
Don't Ignore CRA Mail
CRA letters often have response deadlines. Review correspondence promptly and keep a copy with your tax records.
Ask Before Tax Time
If you're unsure how to track something, asking earlier can make year-end and tax preparation much easier.
Important Information
Tina's Bookkeeping and Tax Services provides bookkeeping, tax preparation and financial record organization support. Services do not include investment advice, securities advice, legal advice or individualized financial-planning recommendations. Information on this website is general in nature and may not apply to every individual or business situation.
Need Help Getting Your Records Organized?
Book an appointment or email Tina to discuss your bookkeeping, tax, rental property or financial record needs.