Whether you’re employed, self-employed, or somewhere in between, we make your personal tax return simple — finding every credit and deduction you qualify for to maximize your refund.

Maximize every credit & deductions

Fast electronic filing

Optimize your refund

Friendly, jargon-free support

What we deliver

Completed personal tax return
Filing confirmation
Refund / balance summary
Tax-saving recommendations

What you’ll need to provide

When you start this service, here’s the checklist we’ll ask you to upload through your dashboard:

Government-issued photo ID & Social Insurance Number (SIN)
Prior-year tax return & Notice of Assessment
Employment income slips (T4)
Investment income slips (T5, T3)
Other income (pension, EI, rental, T4A)
RRSP / retirement contribution receipts
Medical expense receipts
Charitable donation receipts
Tuition / education slips (T2202)
Childcare expense receipts
Home office / employment expense records (T2200)
Self-employment income & expense records (if any)
Records of major life events (marriage, new child, home purchase)

Ready to take the stress out of accounting?

Join hundreds of businesses and individuals across Canada who trust McDaniels Consulting and Financial Services.

Client Portal

Direct-deposit banking details for your refund

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