At Bowie Financial we offer 5 easy ways to complete your 2020 Tax Return 

All tax returns are e-filed and paper copies are available upon request (at no extra cost). We don’t promise a price and then charge you hidden fees…we even encourage itemizing your deductions if it’s beneficial to you! As you’ll see, our pricing is transparent.  

View our prices and and additional services here.

Tired of the Government emptying your pockets? 

You’ve come to the right place! 

We believe in making good ol’ fashioned advice available to all taxpayers and look forward to helping you complete your 2020 Tax Return.

We’ve kept up to date with the credits that rolled in and are ready to help you get more money back.  At Bowie Financial, our tax team works year round, so we’ll be here whenever you need us.

We offer 5 easy ways to complete your 2020 Tax Return.  All tax returns are e-filed and paper copies are available upon request (at no extra cost).  We don’t promise a price and then charge you hidden fees…we even encourage itemizing your deductions if it’s beneficial to you!  As you’ll see, our pricing is transparent.  


As your Lifestyle Changes, so do Your Income Taxes

Bowie Can Help Maximize Your Tax Savings and Social Benefits

Tax Efficiency and Social Benefit Guidance

Bowie Financial Inc. has prepared thousands of reviews and evaluations for Canadian taxpayers, to determine potential tax savings; while keeping our clients up to date on the latest changes. Our tax service is geared to the specific needs of retirees and seniors, however we are here to help every age group. Annually, we file taxes for multiple generations of family members and educate on RESP, RDSP and RRSP contributions, pension income splitting, Disability Tax Credits, and other tax benefits. We also assist small businesses/independent contractors. If you have a complex case or many years to file, we can help simplify things and get you back in the good graces of the CRA.  

Are you a Senior or about to Retire? 

Have questions about Social Benefits?


As your lifestyle changes, so does your tax situation. With changes like receiving pensions, CPP, OAS, mandatory RRIF payments, Disability Tax Credits, etc. and no longer contributing to your RRSP; it’s tough to know what the tax year ahead will look like and how to make the best of your social benefits. Bowie Can Help you see clearly. With our holistic approach, our Tax Advisors work closely with our Investment Professionals to maximize your tax savings and enhance your social benefits. 

Click here to use our CPP Calculator. 

Are you Dealing with an Estate?


If you’ve recently lost a loved one, we offer our condolences. We hope to make a tough time a little easier. We can help you complete the Final year and Trust (Estate) tax return and use our experience as Certified Executor Advisors to guide you and provide you with the tools needed to deal with the Estate. Want to simplify your own Estate Plan now? Bowie Can Help. We look at your assets to help determine what can avoid probate, how to pay less income tax at death, the impact of charitable giving, and ensure you are well organized. Click here to use our Estate Planning Checklist to get started.

The government complicates things, we simplify them. Taxes are a tough fact of life, but anyone can make the best of their tax situation with a little help. At Bowie Financial Inc. we can help by reviewing previous years taxes and/or help forecast what taxes in retirement might look like for you. 


Investments & Income Resources 2021

Tax Benefits of an RESP

Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan (RESP).

RRSP Tax Savings

Use this calculator to estimate the tax savings on your RRSP contribution

TFSA vs Taxable Investment

Use this calculator to compare

the growth of a TFSA to a taxable investment.

CPP Benefits – Early or Later?

This table compares the value of CPP benefits if you take them earlier or later.

Cash Flow

Use this calculator to track your household income and expenses.

RRSP Tax Savings

Use this calculator to estimate the tax savings on your RRSP contribution

Money Dates 2021

Marking your 2021 calendar is easy with our helpful Money Dates resource

Money Facts 2021

Getting organized is easy with our helpful Money Facts resource

RRIF Withdrawal Table

The table shows the RRIF minimum payout percentages for each age.


Complete your 2020 Tax Return Over the Phone

How it works…

  1. Collect everything on the General Checklist and complete the Expense Checklists applicable to you. 
  2. Have this information ready to review with us over the phone.
  3. Book a 30 minute phone appointment with us to do your taxes over the phone.Once your taxes are completed you will need to review and sign your return.  You can do this via e-signature, or in person.
  4. We will e-file your taxes.  If you are set up with the CRA for direct deposit; it will take approximately 10 business days to see your money in your bank account.  If you are not set up with direct deposit, the CRA will mail you a cheque.

Complete your 2020 Tax Return Via E-mail

How it works…

  1. Collect everything on the General Checklist and complete the Expense Checklists applicable to you.
  2. Scan and email applicable documents and checklists to taxes@bowiecanhelp.com  
  3. After your taxes are done, we’ll email you. You can sign via e-signature, or in person.
  4. We will e-file your taxes. If you are set up with the CRA for direct deposit; it will take approximately 10 business days to see your money in your bank account. If you are not set up with direct deposit, the CRA will mail you a cheque.

Complete your 2020 Tax Return By Appointment

How it works…

300 Terry Fox Drive,

Suite 1000, Ottawa, ON

DIRECTIONS

  1. Collect everything on the General Checklist and complete the Expense Checklists applicable to you.
  2. Book a 30 minute In Person appointment with us at our Kanata Location
  3. Arrive with all the applicable documents/completed checklists.
  4. We will contact you when your taxes are done. You will need to sign your tax return and pick up your documents. Our office is open for pick up 10am-3pm; Monday – Thursday.  
  5. We will e-file your taxes. If you are set up with the CRA for direct deposit; it will take approximately 10 business days to see your money in your bank account. If you are not set up with direct deposit, the CRA will mail you a cheque.

Complete your 2020 Tax Return Drop Off and Pick up (no appointment needed)

How it works…

  1. Collect everything on the General Checklist and complete the Expense Checklists applicable to you.
  2. Drop off your documents to our Kanata Location – no appointment needed.  Our office is open for drop off/pick up from 10am-3pm; Monday – Thursday.
  3. Once your taxes are done, we will call you.  You will need to sign and pick up your documents and tax return.  Our office is open for drop off/pick up from 10am-3pm; Monday – Thursday. 
  4. We will e-file your taxes.  If you are set up with the CRA for direct deposit; it will take approximately 10 business days to see your money in your bank account.  If you are not set up with direct deposit, the CRA will mail you a cheque.

Complete your 2020 Tax Return: Stay at home option (no technology required)

Pick up and Drop off from your home (add $30)

How it works…

  1. Collect everything on the General Checklist and complete the Expense Checklists applicable to you.
  2. Call us to book a time to pick up your taxes from your home 613-416-2020. We will come pick up your tax documents.
  3. After your taxes are done, we will call you to book a drop off time. We will require your signature when we drop off your taxes, so we will need you to be home, please.  
  4. We e-file your taxes. If you are set up with the CRA for direct deposit; it will take approximately 10 business days to see your money in your bank account. If you are not set up with direct deposit, the CRA will mail you a cheque.


CONTACT BOWIE

TWO LOCATIONS TO SERVE YOU

300 Terry Fox Dr Suite 1000

Kanata, ON K2K 0E3

304 Colonnade Drive

Kemptville, ON K0G 1J0

Monday to Friday: 9:30 AM – 4:00 PM

Due to COVID we are working by appointment only (no walk-ins please).

We offer in-person, phone, and video appointments.

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