Tax checklist

Do you or your spouse have outstanding tax returns for previous years?
Have you recently have undergone a significant life event such as a change in marital status, reduction of income, or death or loss in mental capacity of a loved one?
Do you currently hold investments outside of a RRSP, TFSA, and RRIF which have significantly decreased in value since purchase?
Do you currently operate your own business and are considering incorporating?
Do you often use your car or home for your business?
Do you own two residential properties and plan to sell one soon?
Do you own farm property which was passed down in the family?
Have you received correspondence from the Canada Revenue Agency requesting additional information or assessing penalties?
Do you or one of your dependents have a mental of physical disability?
Are you, your spouse, or one of your dependents required to reside in a care facility?

If you answered "yes" to any of these questions, you should contact Tammy!

Is there a surviving spouse and investments or property outside the deceased’s RRSP, RRIF, and TFSA?
Is there pension, dividends, or employment income which was received after death?
Is there a charitable donation specified in the Will?
Does the deceased have outstanding tax returns for previous years?
Did the deceased have a mental or physical disability due to illness or any other reason?
Was the deceased required to live in a care facility prior to death?
Were significant renovations made to the home to allow the deceased to stay at home?
Did the deceased hold significant RRSP/RRIF balances and is there a surviving spouse or other dependent?
Did the deceased own two residential properties, a farm property, or a corporation?