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Personal Tax Preparation

Buying Your First Home

Buying Your First Home
May 23, 2023May 8, 2023Jonathan Carter, CPA, CMA, CPB

One thing we’ve heard clients many, many times is, “I’ll never be able to buy a home.”  We’re well aware that this is a massive Continue reading

Personal Finance

Mental health and productivity

Mental health and productivity
April 18, 2023April 13, 2023Julia Carter

Mental health and productivity are interconnected. It is essential to prioritize mental health in our daily routines.  Here are some smart tips to help maintain Continue reading

Mental Health

What is automated tax filing (and does it affect you?)

What is automated tax filing (and does it affect you?)
April 11, 2023April 4, 2023Jonathan Carter, CPA, CMA, CPB

Automated Tax Filings In the 2023 budget announced on March 28th, one small thing may have slipped past most people. Starting in 2024, CRA will Continue reading

Personal Finance, Technology

Preparing for 2022 Personal Taxes

Preparing for 2022 Personal Taxes
February 16, 2023February 22, 2023Jonathan Carter, CPA, CMA, CPB

Getting Started Regarding taxes, programs and credits seem to change every year.  This isn’t really true.  Many of the past tax credits you think of Continue reading

Personal Finance

Tax-Free First Home Savings Account (FHSA)

Tax-Free First Home Savings Account (FHSA)
February 7, 2023February 8, 2023Jonathan Carter, CPA, CMA, CPB

The First Time Home Savings Account (FHSA) received Royal Assent on December 15th, 2022.  Below, we summarize the new type of savings account.  The program Continue reading

Personal Finance

Saving is for losers

Saving is for losers
January 17, 2023February 6, 2023Jonathan Carter, CPA, CMA, CPB

For years, banks have not offered competitive savings rates in deposit accounts. This allows them to make a lot more off of your money.

Personal Finance

Canadian Student Tax 101: Budgeting

Canadian Student Tax 101: Budgeting
August 17, 2022February 8, 2023Jonathan Carter, CPA, CMA, CPB

You’ll discover small ways you may be wasting money or inadvertently spending more than you should.

Personal Finance

Canadian Student Tax 101: Benefits

Canadian Student Tax 101: Benefits
August 11, 2022March 2, 2023Jonathan Carter, CPA, CMA, CPB

What we’re talking about in this post is tax issues for students, what creates taxes, and what documents you need to file them.

Personal Finance

Canadian Student Taxes 101: Loans

Canadian Student Taxes 101: Loans
August 5, 2022February 13, 2023Jonathan Carter, CPA, CMA, CPB

Getting your student finances in order will help now – and in the future.

Personal Finance

Maximizing tax refunds

Maximizing tax refunds
April 28, 2022April 18, 2023Jonathan Carter, CPA, CMA, CPB

This post will cover some basic strategic moves you can make to have a brighter financial future.

Personal Finance

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