Practical Help to Keep Your Finances Organized
Tax and financial paperwork can become overwhelming quickly. Tina provides practical support to help individuals, self-employed clients, rental property owners and small businesses understand what they need, organize their records and stay on track.
You Don't Have to Figure Everything Out Alone
Whether you're preparing a tax return, trying to understand a CRA letter, sorting out business records or catching up on bookkeeping, Tina can help make the process more manageable and easier to understand.
Tax & Financial Organization Help
Support is available for a variety of personal, rental and small-business financial needs.
Personal Tax Help
Help organizing your tax information and preparing your personal income tax return.
- Tax slip organization
- Income reporting
- Eligible deductions and credits
- Supporting document review
- Tax return preparation
Self-Employed Tax Help
Support for sole proprietors, contractors and self-employed individuals managing business income and expenses.
- Business income and expenses
- Home office expenses
- Vehicle expenses
- Business record organization
- Tax return preparation
Rental Property Tax Help
Assistance organizing rental records and preparing rental property information for tax reporting.
- T776 rental reporting
- Rental income
- Property expenses
- Shared ownership information
- Rental record organization
CRA Letters, Reviews & Audits
CRA correspondence can be confusing. Tina can help you understand what is being requested and organize the information needed to respond.
- CRA letter review
- Document organization
- Review and audit support
- Account information review
- Tax-related follow-up
HST & Business Reporting
Help organizing business records and preparing information for HST and other business reporting requirements.
- HST return preparation
- Sales and expense organization
- Input tax credit review
- Reporting period tracking
- Record clean-up
Catch-Up & Financial Organization
If paperwork has piled up or records have fallen behind, Tina can help get everything organized again.
- Catch-up bookkeeping
- Transaction organization
- Bank and credit card reconciliation
- Missing information review
- Year-end preparation
Better Records Make Everything Easier
Good financial records make tax time, HST reporting, payroll and year-end work easier. Tina can help clients establish a more organized approach to managing their financial paperwork and bookkeeping.
- Keep business and personal transactions organized
- Track income and expenses throughout the year
- Keep receipts and supporting documents together
- Stay current with bookkeeping and reconciliations
- Prepare ahead for tax and reporting deadlines
Behind on Your Records?
You're not alone. Records can fall behind quickly when you're busy running a business, managing a rental property or dealing with everyday life. Tina can help you sort through what you have, identify what's missing and create a plan to get caught up.
Stay Ahead of Tax & Reporting Deadlines
Staying organized throughout the year can help reduce stress when important reporting dates arrive.
Keep Your Documents
Keep receipts, invoices, tax slips and other supporting documents together so they are available when needed.
Don't Wait Until Year-End
Regular bookkeeping makes tax, HST and year-end reporting much easier than trying to recreate an entire year at once.
Ask Questions Early
If you're unsure how something should be handled, asking early can prevent confusion and extra work later.
A Note About Financial Advice
Tina's Bookkeeping and Tax Services provides bookkeeping, tax preparation and financial record organization support. Services do not include investment advice, securities advice, or individualized financial-planning recommendations.
Let's Get Your Records Back on Track
Whether you need tax preparation, help understanding CRA correspondence or support getting your bookkeeping organized, contact Tina to discuss where to start.