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PERSONAL TAX SERVICES

Personal Tax Filing, Done Right
Without the Shoebox Panic

Tax season doesn't have to mean scrambling for receipts, second-guessing your deductions, or wondering if you filed everything correctly.

 

At Evolve CFO, we prepare personal tax returns (T1) for individuals, employees, incorporated business owners, and self-employed professionals – making sure your return is accurate, optimized, and filed on time.

This service is available as a standalone offering and as an add-on for existing bookkeeping clients.

What's Included In Our Personal Tax Services

✔ T1 Personal Income Tax Return Preparation & Filing – Accurate, CRA-compliant filing for individuals and sole proprietors.


✔ Employment Income (T4 slips) – Salary, wages, and other employment earnings.


✔ Investment & Dividend Income (T3, T5 slips) – Proper reporting of interest, dividends, and capital gains.


✔ Self-Employment Income – Business or professional income reported on your T1.


✔ Rental Income – Income and expense reporting for rental properties.


✔ RRSP, TFSA & Pension Slips – Contribution and withdrawal reporting.


✔ Deductions & Credits Review – We make sure you're not leaving money on the table.


✔ CRA Correspondence Support – We're here if CRA comes back with questions.

 

We do not handle international tax situations, complex trust returns, or US cross-border filing. If your situation requires specialized expertise, we'll connect you with the right professional.

Is This Service Right for You?

 

 

This service is a great fit if:

✔ You want your personal return handled by an expert, not a tax kiosk or DIY software.


✔ You have employment income, investments, RRSP activity, or rental income.


✔ You're an incorporated business owner who needs both corporate and personal filings handled together.


✔ You want to make sure you're claiming every deduction you're entitled to.


✔ You're tired of doing it yourself and just want it done right.

Personal Tax Pricing

Simple Return – from $180 Ideal for individuals with employment income (T4), basic investment slips, and standard deductions. Includes up to 5 slips.

Standard Return – from $250 For returns with multiple income sources, RRSP activity, or additional slips. Includes up to 10 slips.

 

Self-Employed / Rental – from $350 For sole proprietors with business income or individuals with rental properties. Priced based on complexity.

Additional slips beyond what's included in your package: $10/slip

Rental property add-on: $100/property

 

All pricing is confirmed after a discovery call once we've reviewed your situation. No surprises.

GETTING STARTED IS SIMPLE

How it works

📌 Books on a Coffee Table – A Cozy and Organized Workspace Setting

01

Discovery Call

We'll start with a quick conversation – by phone, video, or email, whatever works best for you – to learn about your tax situation, income sources, and any deductions or credits that apply. We'll give you clear, upfront pricing before we start.

02

Document Collection

We'll send you a simple tax organizer so you know exactly what to gather. No guessing, no back-and-forth.

03

Preparation & Review

We prepare your return and send it to you for review before filing, so you can confirm everything looks right before we hit submit. Review format varies by package.

04

Filing & Confirmation

We file directly with CRA and send you your confirmation. Done.

I'm glad we switched our bookkeeping and accounting over to Ellen because she has really helped us to get our business back on track. The new systems and processes she implemented free us up to work on the part of our business that we love!

- MARKO, ENGINEERING FIRM -

📌 Pile of Receipts – Organizing Business Expenses for Accurate Bookkeeping

Behind on your 
bookkeeping?

You're not alone!​

Whether you’re behind a few months or a few years, you’re never too far behind for our team of experts. We’ll get you caught up and compliant in no time.

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