Tax Preparation Services

At Home Tax Preparation Services
Providing accounting and personal tax services throughout Edmonton, St. Albert, Sherwood Park, Stony Plain and Fort Saskatchewan.



The Story of At Home Tax


Welcome!

For more than 25 years, At Home Tax Preparation Services has been providing accounting and personal tax services throughout Edmonton, St. Albert, Sherwood Park, Stony Plain and Fort Saskatchewan. Together, we offer over 120 years of combined tax experience. We are proud of our commitment to providing excellent service and have received an A+ rating from the Better Business Bureau.

The At Home Tax Preparation Services team provides year round tax services. We offer competitive rates and strive to reduce your tax burden and save you money. Our rate includes support for Canada Revenue Agency self assessment reviews and phone support as required, all twelve months of the year.

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Meet Our Team


ROBERT GRAHAM, B.COM., C.A., C.P.A. (OWNER)
Robert graduated from the University of Alberta in 1980 with a Bachelors of Commerce, and received his Chartered Accountant designation in 1983. Rob's experience over the last 40 years spans everything from general accounting to Vice Presidents-Finance, to personal tax planning and preparation. He has significant experience in both personal and corporate planning and taxation, and continues to stay up to date with yearly tax courses and workshops. Rob provides services to our personal and corporate tax clients, as well as reviewing every tax file that we prepare.
JULIE WEST, B. SC. MATH
Julie has been an accounting professional since 1995. She holds a B SC in math, and has continued her training with level 1 and level 2 bookkeeping through NAIT, as well as numerous tax courses; including small business, employment expenses, rental farms, investments, and more. Julie enjoys meeting with clients, and combines professionalism with a personal touch. Julie is our tax specialist in St. Albert.
DAWN SAUNDERSON
Dawn received her diploma in accounting from Grant MacEwan in 1992, and has been working in accounting since then. She was the first accountant to join Rob and has been with At Home Tax since 2002. Dawn's friendly and efficient manner has helped her develop a large and dedicated client base. Dawn is one of our Edmonton tax specialists.
RHONDA ROMANIUK, BComm,
Rhonda is a fresh member of our work family bringing 32 years banking experience and financial advice. She is passionate about people and learning, recently retired and the proud mom of two young adults. Rhonda's super powers include encouragement and trustworthiness. Her goal is to understand your tax situation and make your life easier.
HEATHER MENZIES
HEATHER MENZIES
Heather just recently joined our team and brings 21 years experience within the financial industry. Heather believes that both personal and professional growth is her responsibility so she continues to expand her knowledge through courses, attending seminars and searching out cool podcasts. Her passion is sharing knowledge with others that she feels will make their life better tomorrow!
JUSTINE CANDELORA
Justine is looking forward to working with the At Home Tax team bringing over 20 years experience in the accounting and finance industry. She is always working on her professional and personal development so she can share that knowledge with others.. Justine believes that good communication is the key to building lasting relationships and is dedicated to maintaining the high standards that At Home Tax has provided to all their clients.

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About Us

Our Services


Personal Returns

We are excited to offer 3 options for personal returns. This include In-home visits, personal meetings and digital drop-off.





Corporate Services

Robert Graham offers a wide range of services to his business clients. Accounting Services, Consulting Services, Financial and Tax issues are just a few of the areas where Robert's years of experience can help you move forward.



Tax Services

We prefer to take a proactive vs. reactive approach to tax services. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. We will help you with Estate & Trust Tax Preparation, Tax Planning and Tax Preparation.

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Our Services

Info Centre


There are many great websites full of financial information available on the web. We have put together a list of web sites that we have found to be useful sources of information. Here you will find up to date information from the Canada Revenue Agency, news releases from the Bank of Canada, interesting articles about Alberta business and finance, and more.
Key dates for filing 2023 taxes

Tuesday April 30th, 2024
View Document

Self Employment/Proprietorship Tax Checklist

A tax checklist can facilitate the process of pulling together your tax information. This basic tax checklist is designed for clients that are self-employed (usually a Proprietorship) you can enter your information to ensure that nothing is missed. You can then, present it to your tax preparer to save time and ensure accuracy.
View Document

Daycare Operators Tax Preparation Form

A check list for our clients to use if they run a day home.


View Document
CRA Tax Forms and Publications Library

Looking for a federal tax form? Browse this online tax forms library to find downloadable CRA forms. The forms are presented in PDF format and are acceptable for filing with the CRA. You may also choose from dozens of helpful tax publications developed by the CRA to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.


Forms Library
Authorize a Representative Signature
Canada Tax Checklist
Employment Expenses Checklist
Engagement Letter
T1 Personal Informaton Checklist
T1 Rental Property Checklist
T1 Self Employment Checklist
T183

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Info Centre

Frequently Asked Questions


How much does it cost?

The cost is based on the complexity of the return, and the time involved in preparing the return. Please call 780 453 6700 for an estimate, the experience and service far outweighs the fee.

Is there a discount for seniors?

Seniors discount at age 60 of 10.0%

When can I book an appointment?

The tax preparers are typically scheduled to be in a neighbourhood 3 or 4 times each tax season. Please contact the office to see when there is a tax preparer in your neighbourhood.

How do I set up a CRA My Account?
We have prepared a short tutorial on how to set up your CRA 'My Account'.
View Document

How do I pay the CRA if I have a balance owing?
How do I pay my At Home Tax invoice ?
How do I get a copy of my assessment?

By signing in to 'My Account' or by calling the CRA (1 800 959 8281)

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Faq

Get In Touch


Connect with us


AT HOME TAX
PREPARATION SERVICES LTD.

Box 140
28 Muir Drive
St Albert, AB
T8N 1G3


ROBERT GRAHAM
PROFESSIONAL CORPORATION

P.O. Box 69058
Skyview Post Office
13040 137 Ave NW
Edmonton, AB
T6V 1G7


Drop us a line

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Contact Us

How Can We Help


Your Question

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Contact Us

Request In-Home Visit


One of our dedicated tax specialists will come to your home and following COVID safety practices, will process your return.








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In-Home Visit

Drop-Off / In Person Meeting


Drop-off
We have a physical location in St. Albert in the Coworking office. This is where clients can drop off their tax information Monday to Friday 9:00 A.M. to 5:00 P.M. at the front desk.

In-Person Meeting
The St. Albert office is where you will meet with one of our tax preparers, by appointment only.

 



Office

Box 140
28 Muir Drive
St Albert, AB
T8N 1G3

Click for Map


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In-Person Meeting

Digital Drop


DIGITAL DROP OFF PROCESS:

  • Fill out the information form and click 'Request Client Digital Dropoff Access'
  • We will email you a link to our secure client portal. We are using FileInvite for our client portal. FileInvite uses a secure SSL/HTTPS connection. Every file is automatically encrypted when stored in the cloud as well as during upload.
  • Use the portal link in the email to initiate the upload of your tax receipts

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Digital Dropoff Request

Personal Returns


We are excited to offer 3 options.

In-Home

One of our dedicated tax specialists will come to your home and following COVID safety practices, will process your return.



Covid Safe Meet/Information Drop Off

We are offering a COVID Safe Environment where you can drop off tax information or meet with one of our tax specialists.


Digital Drop-off

Take advantage of our new on line process where you can upload your tax information to our client portal and have your taxes completed by a professional accounting firm.

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Personal Services

Corporate Services


Understanding You, Your Business, and Your Vision For The Future

Robert Graham takes a proactive approach to all financial matters and can develop a solid plan for the future to help you reach your personal and professional financial goals. Take the time now to arrange a meeting with Rob. There is no charge or obligation, and taking the time to gain an understanding of where you are and where you want to be is the first step in creating a successful working relationship with your accountant. Choosing an accountant requires information, and a clear understanding of what you and your business need to move forward. Some people may avoid going to an accountant because they fear it will cost too much, and others may be hesitant to inquire about fees.

There is nothing mysterious or secretive about an accountant's fee. It is your money and you have the right to be informed about how you will be charged, what you will be charged, and when you have to pay. Do not delay getting accounting advice if you need it, Robert could be working with you to optimize your tax position and save you money today.

Robert Graham sees corporate accounting differently.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Compilation of financial statements
  • Audits and reviews

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:
  • Accounting software selection and implementation
  • Business valuations
  • Buying/selling a business
  • Business process improvement
  • Computer systems
  • Financial & retirement planning
  • Estate planning

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
  • Corporate recovery
  • Asset protection
  • Debt Management
  • Business start-up or expansion
  • Bankruptcies
  • Litigation support
  • Cash flow forecasting
  • Employee benefit plans
  • Expert witness services

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Corporate Services

Tax Services


Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:
  • Tax planning for individuals and corporations
  • Return preparation for, Individuals, Corporations, Estates and trusts, Not-for-profit organizations
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Tax Planning

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position. Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Tax Services