Dawn A. Lockhart, CFP

02/15/2024

Another burden for accountants to bear during the busiest time of the year in a profession that is already incredibly short of workers!

Learn more.

01/14/2022

For all my clients and other business owners who received CEBA loans….. this is good news!

The CEBA program offered interest-free loans of up to $60,000 to small businesses and not-for-profits during the COVID-19 pandemic.

01/02/2022

Something to consider when making vacation plans for 2022. FYI I don’t think this credit applies to “full-season”campground occupants as the term exceeds a month but perhaps this will change as the program is implemented.

Find out how to get back up to 20% of your eligible 2022 Ontario accommodation expenses.

03/08/2021

Real support for small businesses.

02/15/2021

For all my clients who prepare their own T4 slips - Please remember to complete boxes 57, 58, 59 and 60 for 2020. This will help CRA verify any claims made in 2020 for the temporary wage subsidy and/or the CEWS.

03/24/2020

For the purposes of this order, businesses include any-for-profit, non-profit or other entity providing the goods and services described herein. This does not preclude the provision of work and services by entities not on this list either online, by telephone or by mail/delivery. Note that tel

03/18/2020

To All my Valued Clients:

Despite everything that is going on in the world right now I assure you my business is up and running 100% and I am committed to filing your personal taxes by April 30 as usual (even though the government has extended the deadline to June 1). I am self isolating as much as possible and and working from home most of the time to do my best to stay healthy. I will be doing less in-person meetings, replacing them with phone calls and emails this tax season but I assure you the work will get done. I wish you all good health. We will get through this together.

07/12/2019

Financial Planning Event: For portfolios of $250,000 or greater. Questions Every Person, Family, and Business Must Answer

04/15/2019

Do you operate a sole proprietorship? Is your business growing? Are you paying a lot of personal income tax? If this applies to you it may be time to consider incorporating your business. There are many advantages to incorporating including tax savings! I can help you determine if incorporating is a good idea for your business as well as help guide you so the transition is as smooth as possible!

04/23/2018

May be of interest to those of you who use Quickbooks!

Get QuickBooks Online keyboard shortcuts to give your clients value-added results to facilitate growth and success.

03/11/2018

Just in case you’re curious......Here’s an article by CRA that highlights what is new this tax season!

https://www.facebook.com/dawn.lockhart.77/posts/10156421256553825

This tax-filing season, many important changes and improvements were made to services, benefits, and credits for Canadians.