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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.
This includes preparation of your return and efiling with the CRA:
- 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.)
2025 personal income tax returns are due April 30, 2026.
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