Investment Services & Solutions

Tax Preparation

Tax Return Preparation

If you are an investment or insurance client of the Lupton Cook Financial Group, we offer tax preparation at a reduced cost.

Simply drop off your tax return documents and we will contact you to book an appointment once your taxes have been completed.

What is needed for us to prepare your tax return?

1. Copy of your previous years return (if we did not prepare last years),

2. Copy of your last Notice of Assessment and information received from the Canada Revenue Agency (CRA) in the past year including installment notices.

3. Birth date, current address and contact information (phone number and email) with the best time to contact you. Date of birth, name and SIN# for spouse or common law spouse and dependents.

4. Please print and complete the Client Tax Update Form

Credit card payment options available.