2023 Changes and Updates

As we enter the new year, thoughts around income taxes start to creep into our minds! Despite our efforts, we were unable to find a suitable office building in Olds to lease for M.A. Tax Plus. This has caused us to think about alternate ways in which we can continue to service our tax clients. We have come up with a few options and hope that one of them will fit your needs and schedule.

ONLINE

This year we will be focusing on online tax returns. The pandemic and resulting transition from working in an office environment to home offices has significantly increased the amount of work that can now be done online with a computer, laptop, or cell phone. If you choose to have your income tax return prepared online we will send you an invitation to a secure email portal. You will create your own user ID and password and upload your income tax documents for us to use for income tax preparation. Once the return is complete we will upload your tax return into the secure portal for your review. When you are satisfied that the return is correct you will sign and upload the form that authorizes us to efile your income tax return to CRA and we submit on your behalf. You can choose to print or save an electronic copy of your income tax return for your records, or leave the document in your secure portal for the period of one year. As our total portal space is limited, we have to delete income tax returns and supporting documents annually to free up space for current year returns.

IN PERSON

From February 17, 2023 to May 13, 2023 we will have a temporary office set up in the meeting room of the Greenway Inn Travelodge at 5402 Hwy 2 Lacombe on Friday’s and Saturday’s only. Hours have yet to be determined but we encourage you to phone us to schedule an appointment as our availability is limited. We are hoping to offer a similar service in Olds as well but have to find a room to accommodate the pick up and drop off meetings.

QUICK DROP OFF

The quick drop off option we offered last year will be available for those that wish to simply drop off their tax documents and schedule a meeting for pick up the following week. Please be prepared to provide us with any updates regarding your address, contact numbers, email, marital status, children born. We would also ask that you confirm any RSP contributions that you have done up to and including March 1, 2023 as they must be reported on your 2022 income tax return even if you choose not to claim the contribution until 2023.

 We are proud of the fact that we have been able to maintain the same price for income tax preparation since 2020 however we are faced with increased software costs and in effort to remain competitive we feel the need to slightly increase our prices for income tax preparation. We will continue to provide you with an affordable and dependable option for your tax preparation needs. Pricing for the preparation of personal income tax returns effective immediately will be as shown on the Services Page.

Thank you for your continued support and we thank you in advance while we navigate through this new transition. If you have any questions or concerns, please do not hesitate to call either Melanie or Amanda. Additionally, if you have not yet subscribed to our secure portal and would like to, please send us an email and we will get an invite sent to you.   

We look forward to working with you again soon.   

Melanie & Amanda