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Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
How we help you
How we help you
About Greenfeld Financial Management
About Greenfeld Financial Management
About Greenfeld Financial Management

Jeffrey J. Greenfeld, CFP®, Senior Wealth Advisor & Financial Planner
Located in Delta, BC Tel: 604.940.8617

Tax Returns

Greenfeld Financial Management provides personal income tax preparation services for individuals and solo entrepreneurs.
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This includes preparation of your return and efiling with the CRA:
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- T1 Tax Returns
- GST returns - Net Filed
- T1 Adjustments
- Disability Tax Credit Filing
- Paper Filed returns (Extra)
In order to use our tax return services, please book your appointment using the calendar link above.​
Please be prepared to provide us with the following information:
- DOB
- SIN
- 2024 Tax Return
- 2024 Notice of Assessment (NOA)
- Excel Spreadsheet (if you have several items such as: medical receipts/expenses/donations/revenue, etc.)
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2025 personal income tax returns are due April 30, 2026.
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