Figtree Financial Services
  • Mission Statement

    The goal of our business is to provide our clients with comprehensive, quality Tax and Accounting services in an understandable language, at a fair cost, as soon as possible.

    It is our desire to treat our clients with respect, giving them the best possible service at the best possible fee.

    All Tax Returns will be prepared honestly, in accordance with the Tax Law of Canada. At the same time we’ll utilize every legal option to have our clients pay the lowest possible tax.

    Donna McGennis

Welcome

Office

343 Ritson Rd. North
Oshawa, ON, L1G 5P9

Mailing Address

6-470 King St. W., Suite 275
Oshawa, ON L1J 2K9

Phone: 905-432-2304

Email: figtree@figtreefinancial.com


Due to COVID-19
We are making some changes to keep staff and clients safe.

We are temporarily changing our operating hours as of Monday March 23 to Monday – Friday  10am – 6pm

Let me assure you we are here preparing and E-filing Tax Returns along with the other work we do. However, we have closed all public access through our door. When at all possible please Email, Fax or mail your Tax Information to us. Our Drop Box is available for information and payments if you have no other option. BUT we ask that you read the Orange COVID-19 Notice posted on our door. The Drop Box will continue to be emptied several times a day however we encourage you to use other options to get your information to us. We’ll be answering your questions over the phone as usual and carrying out our past routines of contacting you regarding your Income Tax. Payment for invoices should be made by e-transfer or Credit Card using phone or email. Mail is also an option. Due to health concerns we will no longer accept cash.

Most important – don’t forget the Social Distancing rule and please STAY SAFE!


Welcome

Figtree welcomes you to visit us for preparation of Tax Returns for current and past years. We look forward to seeing satisfied clients year after year and look forward to meeting new ones.

This website offers in depth information to facilitate tax preparation with Handouts and helpful suggestions for your convenience. These days everyone is very busy so we need all the time saving options available! CRA requires a new T183 signed for each new tax year for each person filing a Tax Return. The form is here available for download. Please enclose it with your Tax Information.

We enjoy dealing with our clients in person, so you can always speak to us here year-round during Business Hours at the door or on the phone. Of course you can Email us with questions as well. Appointments are available for more complex issues.

There are Handouts for Businesses, Rentals, Daycare and Employment Expenses as indicated at the top left. Use the Income Tax Check List to assure you don’t leave anything out.

Our Invoice will be prepared once your Tax Return is completed. We accept payment online by Etransfer, over the phone or in person by Credit Card, and at the office by debit.

All of us here at Figtree look forward to another successful Tax Season working with you. Again, we’re always happy to meet new people so if you’re visiting our website for the first time, feel free to call!

Donna McGennis
And all the Staff at Figtree

Comments are closed.