Our accountants will collect all your information and necessary documents when you first come to the office. 

Over the next day or two we will finish most of the inputting work and give you a call for a interview.

When you arrive a professional accountant will break down your tax refund before officially submitting the file to the CRA. 

This way you are able to avoid lengthy wait times and have the ability to speak to a accountant before we file.

Personal Information:

• Social Insurance Number

• Valid Government ID

• VOID Cheque (If first-time filing)

• Permanent Residence Card (If PR)

Employment & Income Info:

• Employment Income (T4 Slip)

• Tuition/Education (T2202A)

• Rental Property Income Info

Expenses:

• Medical Bills

• Charitable Donations

• Professional/Union Dues

• Rent/Property Taxes Paid (Ontario)

• RRSP Contribution Receipts

Family & Children:

• Dependents' Info (Name & SIN)

• Spouse/Common-Law Partner Info (Net Income, SIN, Marital Date)

• Childcare Expenses

• Children’s Arts & Sports Program Expenses

• Adoption Expenses

Government Benefits:

• Employment Insurance (T4E Slip)

• Universal Child Care Benefit (RC62)

• Old Age Security/CPP (T4A-OAS, T4AP)

• Other Pensions & Annuities (T4A)

• Social Assistance/Worker’s Compensation (T5007)

Investments:

• Investment Income Statement (T5)

• Trust Beneficiary/Mutual Funds (T3)

• Bank Statement for RRSP (T4RSP)

• Interest, Dividends, & Mutual Funds (T3, T5, T5008)

Tip: Have documents related to your finances that aren’t mentioned here? Bring them with you just to be safe!

We provide 300+ corporations with corporate services like bookkeeping, payroll, accounting, and corporate tax returns.

Our services are quoted based on company size to ensure you pay the most reasonable price given your volume. 

Feroza Financial is a Canadian finance firm founded in Saskatoon, Saskatchewan. We specialize in accounting, tax, and insurance services.

Established in 2010 as an affordable alternative to costly financial services, we have proudly helped thousands of Canadians access high-quality financial support at a lower price point compared to our competitors.

After 15 years in business, we continue to uphold our principles of affordability and excellence, ensuring Canadians keep more money in their pockets while receiving better advice on how to manage it.