Most of you know our little pet, Amy Lou. She weighs 7 pounds and stands no more than a foot tall. Yet, despite her stature, she guards our workplace fiercely.
After all, there’s just no office more important.
I realized as she was barking at someone today that we’re similar – and no, not because of her bark! You see, we both protect what matters to us. In my case, it’s my clients. And, while I don’t bark, I do ask a lot of questions particularly at tax time.
The reason for this is two-fold. For one, I want to maximize all the opportunities and deductions available to you. I also want to insulate you from preventable predicaments with the Canadian Revenue Agency.
That’s where my protective nature comes in, as does that of our entire team.
By asking a lot of questions and requesting documentation to justify the figures presented, we can ensure that you’re very well armed for a CRA review or assessment – which have become more frequent.
It used to be that people would file their returns, documents in tact, via regular mail. However, all that’s changed. Nowadays, returns tend to be filed electronically and don’t include documentation. As such, random checks have become more commonplace.
By the way, should you be picked, don’t panic. It’s not an audit. In addition, by managing your returns as thoroughly as we do, we’re in a good position to help you present what the CRA requires in due time and in the best way.
If you’ve been thinking, “that Odette (or that Terry, or that Anthony) is like a dog with a bone!” now you know why. So please be sure to complete our helpful tax return checklists and have all your documents organized.