Consumers Financial Services

Consumers Financial Services has prepared income tax returns in Thunder Bay, Ontario since 1977. The practice says it aims to build long-term relationships by putting each client's needs first. It accepts client documents by drop-off or mail, and it is expanding online services for preparing tax returns, so that people can have their taxes done without visiting the office.

Personal income tax returns

For individuals, the practice prepares and files income tax returns and offers free electronic filing directly to Revenue Canada. The stated aim is to make sure clients pay the minimum tax the law allows. The practice names timeliness, accuracy and value as its main concerns.

Small unincorporated businesses and bookkeeping

Owners of small unincorporated businesses can have their tax filings prepared, again with the aim of paying the minimum tax allowed. For small and medium-sized businesses, the practice offers bookkeeping that it describes as affordable, accurate and reliable, covering the regular record keeping these businesses need.

US tax numbers for Canadians

The practice is an authorized Canadian Certifying Acceptance agent for the Internal Revenue Service. That status lets it help clients obtain an individual taxpayer identification number (ITIN), which is needed to file a United States tax return, for example to reclaim tax withheld in the US on certain income. The practice handles these applications with the same emphasis on accuracy and timeliness that it applies to tax returns.

Remote service for clients who cannot visit

Documents can be dropped off or mailed for tax return preparation, and the practice is enhancing online services for return preparation. Clients make contact through the form on its website or by email, and a representative responds within a reasonable time.