Tax

Personal tax, with your whole picture in view.

Your personal return done right, whether it’s simple or includes self-employment, rental or investment income.

Is this the support you need?

For individuals and families whose tax picture needs more than entering one slip.

Build a complete picture before filing

A return can include more than employment income. Tell the team about self-employment, rental activity, investments, property sales, a move or a change in family circumstances. A complete intake helps identify the questions that need attention before a return is prepared.

Prepare the records behind the numbers

Slips are a starting point, not a substitute for records. Investment transactions may require cost information; a business may require income and expense details; a rental property may require records of major work. The team can explain what belongs in the secure document exchange for your situation.

Discuss complications early

Previous unfiled returns, CRA requests, non-resident periods or significant property transactions can change the scope of work. Flag them during the consultation rather than waiting until the filing date. Do not send your social insurance number or tax slips through this website’s inquiry form.

Rental income, property sales and holding companies

How a property is used and held affects the tax questions that need to be examined. Bring the ownership details, purchase history, use of the property, improvements and financing so a purchase, sale or rental year can be planned on the facts. Raise the question before a transaction becomes difficult to change; no general example establishes the treatment of a particular property.

What your engagement may include

Personal return preparation as agreed
Review of the income sources you disclose
Questions about relevant credits and deductions
Support understanding assessment correspondence

The exact scope, responsibilities and proposed fees are confirmed before paid work begins. Not every item is required for every engagement.

Bring a little context to the first conversation

Prior return and notice of assessment
A list of income sources and major life changes
A summary of business or rental activity
Any unfiled years or CRA letters

A short summary is plenty to start. Records are only requested once you’ve engaged the firm, through the secure client portal.

Questions about personal tax

Can you help with self-employment income?

Self-employed clients can discuss both bookkeeping and personal tax preparation with Versa. Bring a summary of revenue, expenses and the current state of your records.

Should I attach tax slips to this contact form?

No. Use the form only for an introduction. The team will explain the appropriate secure channel for sensitive documents once the next steps are agreed.

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Tax