OUR FIRST COMMERCIAL OFFICE!
Iroquois Falls, Ontario - March 7, 2024

We are very excited to announce that we will be commencing business operations from 90 Main Street, Iroquois Falls, Ontario, in the coming days.  For the last 10 years, we have conducted business from a home office.  We have decided to expand our business further.  We look forward to serving the people of Iroquois Falls, Cochrane, Matheson, Timmins, and our existing clients from across Canada, from this location.  Please feel free to drop in and have a coffee with us.  If we can help you with your taxes or small business, please feel free to talk to us.  Our anticipated opening date is Monday, March 25, 2024.

NO  CHANGE TO 2021 CANADIAN TAX FILING DEADLINE
Iroquois Falls, Ontario - April 2, 2021

While various organizations have recommended that the Canada Revenue Agency extend the tax filing deadline due to hardships imposed on Canadian citizens and residents by the persisting COVID-19 pandemic, the deadline still remains at the usual deadline, which is April 30th.

CHANGES DUE TO THE COVID-19 PANDEMIC
Timmins, Ontario - March 20, 2020

Earlier this year, the Canada Revenue Agency (CRA) sought input from tax service providers with regards to allowing the use of digital signatures with form T-183, which authorizes preparers to e-file returns.  The CRA was not going to make the changes until later this year, but as part of the COVID-19 measures, digital signatures are allowed starting March 18, 2020 as a temporary measure, until such time as permanent changes can be made.

In an effort to better serve and protect our customers and reduce the potential for the spread of this virus, we are proud to announce that we have implemented our digital signature protocols, which are in compliance with CRA requirements.  Additionally, we have implemented a two-step identification verification process, so that new customers can have their income tax returns processed without leaving their home in this time of grave uncertainty.  Please contact us if you should have any questions.

Be safe and take care of each other in these trying times.

CHANGE OF DUE DATES AS A RESULT OF THE COVID-19 PANDEMIC
Timmins, Ontario - March 18, 2020

Due to the COVID-19 pandemic, the Canada Revenue Agency (CRA) has deferred the filing deadline for individuals until June 1, 2020.  However, the CRA recommends that those taxpayers with an entitlement to the Goods and Services Tax Credit (GSTC) and/or the Canada Child Benefit (CCB) do not delay filing, in order to ensure that their entitlements are calculated before the July payment.

The filing due date for trusts with a taxation year ending December 31, 2019 has been deferred until May 1, 2020.

The payment due date for all taxpayers has been deferred to August 31, 2020, for all taxpayers with taxes due on or after today, or prior to September 1, 2020.  This applies to tax balances due, installments.  No interest of penalties will accumulate on the above amounts during this period.

BE WELL AND STAY SAFE
Timmins, Ontario - March 16, 2020

The COVID-19 pandemic has posed many challenges to Canadians and people around the world.  However, this can be overcome if people follow the guidance of health authorities and governments.  Social distancing, regular hand washing and avoiding touching your face and other people are some ways that you can do your part.  While most people in society may only experience minor symptoms, the elderly and young children could become seriously ill or even die, as a result of becoming infected.

We at InnovaTAX would like to take this opportunity to wish our clients, Canadians and people around the world well.  Please take every precaution possible to avoid both contracting the infection yourself and infecting others.  If you suspect that you have contracted COVID-19, please visit a testing centre as soon as possible.  We hope that all Canadians are able to return to Canada as soon as possible.

While we have always served our customers beyond the traditional brick-and-mortar means, we are implementing further measures in order to provide our services while reducing physical contact with our clients, in order to reduce the spread of this virus.  These measures include a two-step identity verification process for new clients and a document confirmation process.

We believe that bringing this virus under control and making the world safe again, is everybody's responsibility.  Please help in this regard and be safe in these trying times.

GENERAL FEE CHANGE
Orillia, Ontario - January 3, 2017

Effective January 1, 2017, our personal (T1) income tax fees have changed.  While we have retained our maximum basic fee of $69.99, some changes have been made to the fee structure.  Changes have been made to the Loyalty rate factors to allow greater fee reductions over fewer years.  Also, a new rate factor, Paperless Filer, has been added, which allows the client further savings by accepting a .pdf file in place of paper documents.  This also allows the client and InnovaTAX to reduce their carbon footprint.

For more details, please view our rate plans.

John R. Middleton, CD, PCP
Proprietor & Tax Consultant

MERRY CHRISTMAS AND A HAPPY NEW YEAR
Orillia, Ontario - December 24, 2016

We at InnovaTAX would like to take this opportunity to wish you and yours a very merry Christmas and a happy, healthy and prosperous new year.  It is our sincere hope that 2017 brings you great joy.  We would also like to thank our clients for their business and look forward to doing business with them in 2017.

John R. Middleton, CD, PCP
Proprietor & Tax Consultant


UPCOMING RATE CHANGE - EFFECTIVE JANUARY 1, 2017
Orillia, Ontario - December 3, 2016

We have been in business for over three years now and appreciate the business we have earned. We have kept our fees at the same levels since InnovaTAX was established, as we understand that our clients deserve good value, courteous and professional customer service and reliable and accurate provision of income tax, bookkeeping, data management and consulting services.

As the cost of doing business has increased during that time, it is necessary to implement a fee change which will come into effect on January 1, 2017.  As well compensating for increased costs, additional revenues will also be used for to expand our services and also to hire and train more staff.  Our objective is to coninuously provide you with service that is second to none and to coninuously meet your changing needs.

BE "GRANDFATHERED" BY USING PREPAID DEPOSIT OPTION

If customers exercise our prepaid deposit feature by December 31, 2016, they will not be subject to the new rates when they file their 2016 taxes.  In order to use this feature, they must

a)  Become a customer by the above deadline (new customers only); and
b)  pay a deposit in the amount of $20 plus HST ($22.60) by the above deadline (existing and new customers).

OTHER BENEFITS

By exercising this feature, your fees will be $2.00 lower, as you will qualify under the prepaid deposit schedule in each of our rate plans.  Also, you will be given priority service when you file your taxes, as you paid in advance.

While this option is usually only offered until September 30th, it is being extended to December 31st as a convenience to our valued customers, due to this planned rate change.  If this option interests you, please feel free to explore our rate plans here.  Within the rate plan that you qualify for, refer to the 'Prepaid Deposit' and any other ratings that you qualify for and then follow that row to the appropriate 'Returning Customer' rating column for the basic fee.  For example, if you qualify for the General rate plan and are exercising the Prepaid Deposit rating, are a Royal Canadian Legion member and you are a 2nd year customer, your basic fee not including HST, will be $64.49, instead of $69.99.  This means that you would pay $22.60 by December 31, 2016, and upon filing your taxes, you would pay $50.27.

This and other ratings only apply to the basic fee.  Depending on the amount of tax source documents, such as T4s, T4As, T5s, rent and medical receipts, etc., their may be additional fees.  They are noted at the bottom of each Rate Plan.  Unlike other income tax service providers, we DO NOT charge a fee for E-filing.


FEE INCREASE PROTECTION

Even if the prepaid deposit feature is not exercised, existing clients benefit from fee increase protection, which phases the increase in over two years, instead of all at once.  In order to qualify for Fee Increase Protection, you must have filed taxes in the preceeding tax year.

John R. Middleton, CD, PCP
Proprietor & Tax Consultant