Appointments accepted right now! Please phone me @ 325-8989 or email dsuderman@mts.net.
WELCOME! It's tax season once again, and time to gather up all your tax slips and documents. This year in addition to the usual T-slips, donations, medical expenses, etc., there will be a Home Renovation Tax Credit claim that will be made by many Canadians. We can help you with all of that and quickly and efficiently process your 2009 income tax returns.
You have a couple days left to pay your taxes on time for 2009. If you need help in determining your income tax situation and filing your returns, please feel free to contact us.
Are you in need of a Financial Plan? Let us help you out there. This could include Investing, Education funding, Estate planning, etc.
We are located at
507 Main Street, Winkler
(Just north of Toppers Restaurant)
Please call our office to make an appointment.
We offer competitive prices for our financial planning and tax services and the experience and stability of over 20 years in the tax field. You're in good hands.
2008 FEDERAL TAX UPDATE:
- The big news is a new Tax Free Savings Account(TFSA). You can put up to $5,000 in it per year, and if you can't do it every year, the contribution room accumulates and you can catch up later. Any interest earned or capital gains generated within this registered account will be tax-free!
2007 FEDERAL TAX UPDATE
- Beginning in 2007, pensioners will be able to allocate up to 50% of eligible pension income to their spouse. This will greatly assist in effectively splitting income and reducing the overall family tax burden. Canada Pension Plan and OAS do not qualify.
- Lifetime Capital Gains exemption for farmers and small business corp. owners goes up to $750,000. This move was long overdue.
- Deductible portion of truckers' meals went up to 60% effective March 19, 2007, increasing to 65% for 2008.
- The age limit for converting RRSP's will move upward from age 69 to 71, giving Canadians the option to work longer and more flexibility in when to withdraw retirement funds.
