Resources

We write these guides so you can answer your own questions.

Practical Ontario tax resources with no jargon and no spam. We add to the library through the year.

Tool · Calculator

Income tax & refund estimator

A rough Ontario estimate in 60 seconds, free, no signup.

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Tool · Calculator

Mortgage affordability

What the standard lender math says you can carry. GDS, stress test, plain English.

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Tool · Calculator

Mortgage payments

Your payment, total interest, and what accelerated bi-weekly really saves.

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Tool · Calculator

Investment growth

What steady contributions become, contributions vs. compounding, live.

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Tool · Calculator

Payroll calculator

Gross to net per cheque, any pay frequency, live.

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Tool · Quiz

Find your perfect plan

A one-minute quiz that points you to the right service, or a per-return price.

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Guide · Executors

Estates & final returns

What has to happen with the taxes when someone dies, and how an executor stays protected.

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Guide · Investors

Investment income & your return

What your T3, T5 and T5008 slips mean, and how capital gains really work.

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Checklist · PDF

Executor’s tax checklist

Every filing, deadline and document on one page, the companion to our estates guide.

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Checklist · PDF

What-to-bring checklists

Personal, business and rental editions, exactly what we need to do your return right.

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Calendar · PDF

2027 Halton Tax Calendar

Every CRA deadline that matters next year, on a single fridge-magnet page.

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