"The Government Complicates Income Tax Issues,

We Simplify Them!"

  • Maximize Your Income Tax Credits and Deductions
  • CPP, OAS and Disability Tax Credit Guidance

At Bowie Financial we offer 4 easy ways to complete your 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 encourage itemizing your deductions if it’s beneficial to you! As you’ll see, our pricing is transparent. 

BY PHONE
VIA EMAIL
BY APPOINTMENT
STAY AT HOME

Complete your Tax Return Over the Phone

How it works...

  1. Collect everything on the General Checklist and complete the Applicable Checklists.
  2. Have this information ready to review with us over the phone by calling at 613-416-2020 extension 5.
  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.
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Complete your Tax Return Via E-mail

How it works...

  1. Collect everything on the General Checklist and complete the Applicable Checklists.
  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.
BOOK NOW

Complete your Tax Return By Appointment

How it works...

100 Schenider Rd.

Suite 3, Ottawa, ON

DIRECTIONS

  1. Collect everything on the General Checklist and complete the Applicable Checklists.
  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.
BOOK NOW

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

Pick up and Drop off from your home (add $35)

How it works...

  1. Collect everything on the General Checklist and complete the Applicable Checklists.
  2. Contact us to book a pick up date. Email us at taxes@bowiecanhelp.com or call 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 date. We will require your signature when we drop off your taxes, so we will need you to be home, please. 

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.

BOOK NOW

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? We Can Help. Let's 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.

LEARN MORE ABOUT INCOME TAXES IN ONTARIO

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If Anything Should Happen to Me…

Income Tax Resources

General Tax Information

Use this form to get your tax documents organized.

GET THE CHECKLIST

Medical Expenses

Use this form to track your

medical costs.

GET THE CHECKLIST

Self Employed

This is to help independent contractors get their deductions organized.

GET THE CHECKLIST

I Worked from Home During Covid  (2020-2022)

Use this checklist if you had to work from home in due to Covid restrictions and have a T2200S from your Employer. Applicable for years 2020 - 2022

GET THE CHECKLIST

I Work from Home and Have a T2200 from my Employer

Use this checklist if you worked from home because you usually do and have a T2200 from your Employer

GET THE CHECKLIST

Realtor

Self-Employed

Non-Incorporated Tax Checklist

GET THE CHECKLIST

Rental Property

Track your costs and reduce your overall taxes owing.

GET THE CHECKLIST

Money Dates

Marking your calendar is easy with our helpful Money Dates resource

SEE IT NOW

Money Facts

Getting organized is easy with our helpful Money Facts resource

ONTARIO FACTS

Tax Benefits of an RESP

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

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RRSP Tax Savings

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

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TFSA vs Taxable Investment

Use this calculator to compare

the growth of a TFSA to a taxable investment.

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CPP Benefits - Early or Later?

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

TRY IT NOW

Cash Flow

Use this calculator to track your household income and expenses.

TRY IT NOW

RRSP Tax Savings

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

TRY IT NOW
BOOK AN APPOINTMENT

CONTACT BOWIE

The Bowie Financial Office is located at:

Suite 3 - 100 Schneider Rd.

(At the corner of Carling Ave.)

Kanata North, ON

K2K 2C1

Monday to Thursday: 10 AM - 4 PM

By Appointment Only

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

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