Tax Preparation

Tax preparation or tax filing time is here again

Tax preparation or tax filing made simple, by WHY Wealth Management is here, just following instructions below

Thank you for choosing WHY Wealth Management Inc. for your tax preparation needs.

We have made some changes in our operations to increase efficiency during this high volume period.

Below are outlines of two methods we have utilized in the collection of your tax information.

Please pick which ever method is most convenient for you. Thank you

Method 1 -- (preferred)

1. Please scan and save your tax documents in PDF or jpg format.

2. Email your scanned tax documents along with a completed Tax Info Form to whywealth@gmail.com.

3. WHY Wealth Management will email your tax return to you along with an invoice for the tax preparation fees.

Scanning in black & white mode significantly reduces the file size and makes it easier to email the file as an attachment.

Method 2 - (fax/pick-up)

1. Fax all your tax documents along with a completed Tax Info Form to (403) 398-4736. Please remember to add a cover page.

2. If you do not have access to a fax, please photocopy all your tax documents. Arrange for a time to meet with either Jonathan or Thien to drop off the photocopies of your tax documents along with a complete Tax Info Form.

3. Your tax return will be emailed to you along with an invoice for the tax preparation fees.

4. In the event that you do not have email, we will contact you to arrange for the pick up of your tax return or we will mail your tax return to you via Canada Post.

Note:

Medical Receipts - Please DO NOT send us your medical receipts. Just total up all your medical receipts and provide us with the total amount. You only have to provide medical receipts to back up your medical claims when CRA asks for them.

Business expenses - Please DO NOT send us your business expense receipts. Just provide us with a summary detailing your income and expenses.

_____________________________________________

WHY Wealth Management Inc.
#445, 1711 ‐ 4th Street S.W. Calgary, AB T2S 1V8

E-mail: whywealth@gmail.com

Thien Nguyen (403) 714‐0078 ♦ Jonathan Khor (403) 397‐3833 ♦
______________________________________________

Tax Info Form (request for this for by email)

SIN # : ____________________________

Title: Mr. Mrs. Ms. Miss.
First Name:_____________________________
Middle Name: ___________________________
Last Name:_____________________________
Address:_________________________________
City: _______________________ Province: _____
Postal Code:_________________

Marital Status: Married* Living Common‐Law* Widowed* Divorced* Separated* Single*

Home Ph:___________
Cell Ph:____________

Date of Birth:_______/____/__________ MM/DD/YYYY

Enter your province or territory of residence on December 31, 2008 __________
Provide information to Elections Canada? YES / NO

Are you applying for GST/HST credit? YES / NO

Did you own or hold foreign property at any time in 2008
with a total cost of more than $100,000 CAN? YES / NO


Notes / Special Instructions:
_________________________________________
_________________________________________
_________________________________________



Spouse SIN # :
Spouse First Name:___________________________
Spouse Middle Name:___________________________
Last Name:___________________________
Address:_____________________________

City:___________ Province:___ Postal:___________

Date of Birth:_________ / ___ / ____________ M M D D Y Y Y Y



Dependant # 1 or Dependant # 2


Relationship:___________________________
___________________________

SIN # : ______________________________

Title: Mr. Mrs. Ms. Miss.

First Name:_____________________________
Middle Name: ___________________________
Last Name: _____________________________

Address:_______________________________
______________________________________
_______________________________________

City: _______________________ Province: _____ Postal Code:__________

Notes / Special Instructions:
____________________________________
____________________________________
____________________________________


Check list

Check all that have been provided for filing.

• Tax Year 2008 Notice of Assessment
• Tax Year 2008 Tax Return
• T5003
• T4 _____________# of Docs
• T4A ____________# of Docs
• RRSP ___________# of Docs
• Church or Charity Donation _________# of Docs
• Medical _________# of Docs
• Child Care _______# of Docs
• Student Loan Interest _______# of Docs
• T2202 / TL11 (tuition) _______# of Docs
• T ‐ SLIPS ________________# of Docs
• T4RSP _________________# of Docs
• T5 _____________________# of Docs
• Transit Pass Receipts ________# of Docs
• Other:_______________________
• Other:_______________________

RECEIPTS
Rental
Other: _______________________
Other:_______________________
Other:_______________________



FEES FOR PERSONAL TAX RETURNS

Basic Tax Preparation $80.00

• Preparation of 1 individual tax return
• Includes reporting of :
• T4 Slips
• RRSP Receipts
• Tuition Receipts
• Child Care Receipts
• Medical Receipts

Self‐Employed Tax Preparation $80.00+Bookkeeping fees *

• Preparation of 1 individual tax return
• Includes reporting of :
• T4A Slips
• RRSP Receipts
• Tuition Receipts
• Child Care Receipts
• Medical Receipts
• Statement of Business Activities

Summary of Rental Income $80.00/schedule/property *

Summary of Capital Gains and Losses $20.00/schedule

Bookkeeping Fees $40.00/Hour, Min. 1 Hour Charge

All fees are payable to: WHY Wealth Management Inc.

GST will be applied to all fees

* All receipts, income and expense transactions must be totaled. If we have to total all the receipts, then bookkeeping fees apply @ $40/hour, minimum 1 hour charge.

Original Tax Info Forms will be email to you upon request, at whywealth@gmail.com
Thank You

Tax preparation or tax filing must be before the end of April 30, 2009