Please note that we are still open for business during the COVID-19 pandemic as we are an essential business. However, we will continue to work behind closed doors to file your tax returns as we did last year. We are maintaining similar measures to what we had last year to keep both you and our staff safe. Please give us a call if you have any questions.
Our preferred way of receiving your tax documents is by email to our new administrative email address (firstname.lastname@example.org). If this is not practical for you (i.e. you do not have a scanner or you have many documents) you can either:
- Mail your documents to the following address:
Jonathan Moraitis, CPA and Associates, 6-695 McMurray Road, Waterloo, ON N2V 2B7
- Drop off your documents in the dropbox at our front door
If you choose to use the dropbox please note that the front door will be locked. The box will be placed next to the entrance during normal business hours, Monday to Friday, 9 to 5. Place your documents in the box, knock on the door, and state that you are dropping off your taxes. Someone will speak to you through the door and inform you that once the area is vacated, so as to observe physical distancing, your documents will be immediately brought in and quarantined for 3 days. Please note this dropbox will not be in place outside business hours.
Further, there will be no in person client meetings unless it is deemed necessary. However, we would be happy to setup a Zoom videoconference call if needed. If you have any questions or comments please call (519-954-8333) or email (email@example.com). We ask for your patience as there may be some delays compared to our usual processing times, although we are better setup to complete returns more promptly than we did last year.
Due to physical distancing we are continuing to implement electronic signing of your tax returns. Most of you will be familiar with the SignRequest service from last year. SignRequest allows you to digitally sign your documents with a few clicks. Even if you are not tech savvy, Emma or Racquel will be pleased to walk you through it.
We will return your original documents in one of two ways upon completion of filing your returns. If you live in town please arrange to come by the office so that we can place them in the dropbox for you to pickup. If you live outside the KW area we will gladly mail your original documents back to you. Payment for our services can be made by etransfer (firstname.lastname@example.org) or by cheque.
We also wanted to take this opportunity to remind you to ensure that we have accurate/updated dependent information on file (e.g. had a child) as this can impact various tax credits. Additionally, with so many working from home CRA has modified how to claim home-office expenses. In some cases, this has been simplified. To see if you qualify for a home-office deduction please read the following – https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-229-other-employment-expenses/work-space-home-expenses.html
For a summary of the announced measures that are being taken by CRA and the Government of Canada please click on the following link – https://www.canada.ca/en/revenue-agency/campaigns/covid-19-update.html.
We appreciate your co-operation. If you have any questions, please feel free to contact the office.
Jonathan Moraitis, CPA, CA
Having diversified experience ranging from a leading global accounting firm to a small neighborhood practice, I have come to realize one commonality. In a word, service.
Specializing in small-to-medium sized businesses and start-ups, I believe that clients want and deserve to know how their accountant can help them succeed. My philosophy involves working closely with business owners. As such, I have chosen to keep a manageable client base. This approach enables me to better understand my client’s business and provide meaningful advice.
Big firm professionalism combined with small firm caring commitment is the foundation of my practice.
To setup an appointment or to just talk about how I can help, please feel free to call or email at any time.
Jonathan Moraitis, CPA, CA