Personal Tax Filing and Advisory Review for Ontario Individuals

Short answer

What does personal tax filing and advisory support include?

It helps you organize the information behind your personal tax return and understand practical questions before filing.

OSA CPA provides focused online support for Ontario individuals. The right scope depends on your income sources, records, family circumstances, and any CRA correspondence.

Who this service is for

Useful when your tax situation is more than a simple return

• Individuals with employment, self-employment, investment, or rental income
• Taxpayers reviewing deductions, credits, or support documents
• People with a life, work, property, or income change
• Clients facing a filing deadline or unresolved prior-year question
• Individuals who received a CRA notice and want to understand the next step

How OSA CPA can help

Bring the right information into focus

• Review income slips, records, and questions that may affect the return
• Identify documents relevant to deductions, credits, and supportable claims
• Discuss investment income, rental records, or other non-routine items
• Clarify questions about prior filings, notices, balances, or CRA correspondence
• Help organize a clear, practical filing-readiness checklist

What to prepare

Start with the documents you have

• Income slips and records for the tax year
• Prior tax returns, Notices of Assessment, or CRA correspondence
• Receipts and support for deductions or credits you want reviewed
• Investment, rental, or property-related records where applicable
• A short list of questions and important deadlines

A practical process

Move forward with a clear next step

Related help

Related OSA CPA resources

CRA Notice & Reassessment Review →

Read: What to Do When You Receive a CRA Review Letter →