Diverse Financial Group

Here is the Client Information Sheet to help use prepare for your appointment

Diverse Financial Group Individual Tax Client - Information Sheet

It's bank and credit card statements time. Download a pdf and csv file copy. Trust me you will thank me later 😊

Business owners, when was the last time you downloaded your e-transfer history?

You bank statements don't give all the neccessary information needed to process your books n records. Every couple of months, download and save a pdf copy.

Your tax person will be happy 😊

Susan Harris

Welcome! You are invited to join a webinar: ATL Canadians - Expat Financial, Estate, Tax & Immigration Webinar. After registering, you will receive a confirmation email about joining the webinar. This is a panel webinar intended for Canadian expatriates living in the USA. The focus will be on Cross Border Financial, Immigration Tax & Estate Planning topics. Expertise provided by: Immigration: Anna Sokol, RSC Immigration Estate: Kent Walker, Walker Estate Planning Tax: Susan Harris, Vice Vers...

Do you have Canadian family members living in the USA or abroad?

Feel free to share this workshop this evening, where we will be discussing responsibilities and duties as a Canadian with your finances and taxes!

7pm (Toronto time)

Welcome! You are invited to join a webinar: ATL Canadians - Expat Financial, Estate, Tax & Immigration Webinar. After registering, you will receive a confirmation email about joining the webinar. This is a panel webinar intended for Canadian expatriates living in the USA. The focus will be on Cross Border Financial, Immigration Tax & Estate Planning topics. Expertise provided by: Immigration: Anna Sokol, RSC Immigration Estate: Kent Walker, Walker Estate Planning Tax: Susan Harris, Vice Vers...

Let's talk Carrying Charges! What are they?

The fees or expenses incurred to keep your investments. They can be claimed on your taxes.

[email protected]

Business owners, when was the last time you downloaded your e-transfer history?

You bank statements don't give all the neccessary information needed to process your books n records. Every couple of months, download and save a pdf copy.

Your tax person will be happy 😊

Hallelujah... CRA has extended the deadline to submit Payroll records (T4, T4A & T5's) from Feb 28 2025 to March 7 2025....

Get your bank statements/payroll records in ASAP!

If submitted after the due date you will be charged $100.00 late filers fee.

Send a message to learn more

As we dive into Tax Season,

please remember that without proper documentation we cannot process your taxes and books correctly. Start getting all necessary paper work together.

No backup, no claim! Let's work together.

To book your appointment:

15-20 Minute - Phone consultation - Susan Harris - Bookkeeper & Income Tax Preparer Thank you for reaching out to discuss your needs. Please have your questions ready for our chat and please call at your appointment time.Thank you

Book your 20 phone consultation, US and Canadian Income Taxes - https://calendly.com/diversefinancialgrp

Send a message to learn more

Tax Planning & Business Strategies - Let's book a session to chat. https://calendly.com/diversefinancialgrp

Savings & Retirement Planning:

FHSA - First Time Homebuyers Savings Account - contribution deadline is Dec 31 2024. (Cannot already be a homeowner)

RRSP - Retirement Registered Saving Plan - contribution deadline is March 3 2025. (Create a savings plan that you do not touch until you retire)

Need an advisor:
Mz. Tiffany Williams - https://calendly.com/mz-tiffany1301

Mz. Tiffany Williams Welcome to my scheduling page! Please complete the fields to set up time for us to chat.