Consulting Services - RRSP/FHSA

RRSP/FHSA: Estimate your tax benefit on a 25 min videocall

Video call with Patricia. $70+HST

​The purpose of the consultation is to offer 25 minutes to understand your specific situation and estimate the expected tax benefit from the amount you intend to invest in RRSP or FHSA.

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In this consultation, we will analyze your specific scenario and answer your questions on this topic so that you can make a decision about how much to invest in RRSP or FHSA this year.

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The deadline to invest in RRSP and get a return on the next tax return is February 28, 2025.

The deadline to invest in FHSA is December 31st, 2024.

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This service will only be offered until February 28, 2025, and spots are limited. Book your appointment as soon as possible.

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Information required for the calculation to be made:

• List of all your sources of income of 2024

• Employees: T4 or last paystub of all jobs for the year

• Self-employed: Estimated Net Income of the activity (Revenues less expenses). Our Business Income spreadsheet can help you to estimate this number. Download the spreadsheet here.

• Investment income: Income earned from interest, capital gains, dividends, etc.

• Benefits received from the government.

• Any other source of income not mentioned above.

• Most recent Notice of Assessment.

• List of all RRSP contributions made from March 1st, 2024 to February 28th, 2025 (if any). Do not include here contributions made in a group RRSP (investments made from deductions in your paychecks)

• List of all FHSA contributions made from January 1st, 2024 to December 31st, 2024.

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Please send this information to the email patricia@gglraccounting.com no later than one day before the date of your appointment so that we can expedite your service.

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If you are unsure whether the consultation is suitable for you, please email patricia@gglraccounting.com requesting clarification BEFORE booking your appointment.