Rambling with… Jonathan Lipson

St. Vital

Say hello once again to Jonathan Lipson and his income tax service, Bold Financial.

As we approach tax season, I’m certain we are all seeking some sound personal or business tax advice and guidance. Jonathan has filed my last two years’ taxes, and he will be filing for me once again this spring. His effortless and patient way of explaining things in layman’s terms will be welcome once again. I felt I had to write a second column about Jonathan, just in case somebody missed last year’s introductory piece.

1) You indicated that you have some new exciting adventures to share, so share away…

The federal government has been busy. I’m very curious to see how this new tax-filing program of theirs will work out. It seems they’re testing a program to file simple returns for people in-house. That could help a lot of people access the benefits and refunds they’re entitled to if the Canada Revenue Agency does it correctly.

They have also created a faster process that they’re testing now for people to renew their disability tax credit if or when they should need to do that. I’m really hoping that it works well.

I’m excited to see everyone this year. Last year was crazy, as we went from filing 648 returns a couple years ago to over 1,500 last year. I can’t wait to see what happens this year. I just want to thank everyone so much for their support.

With tax season looming once again, I encourage everyone to contact Jonathan with all their income tax-related questions…I’m sure glad I did!

For more information on Jonathan and his services, visit:agents.wfgcanada.ca/jonathan-lipson, or call 204-296-0627