Welcome to Forest Glade Financial

Your trusted partner in comprehensive tax solutions for over 30 years.

Learn More

About Forest Glade Financial

A family-oriented business providing comprehensive tax solutions for over 30 years.

Our Team

Mark Conkey (Owner)

Mark has been helping people with their taxes for over 30 years. It started as a labor of love and has become a business that clients rely on. Mark is known for his personal approach, ensuring each client is treated as an individual, not a number.

Christopher Durocher (Associate)

Christopher joined F.G.F. a year ago, bringing his unique skills. Raised in South Walkerville, he's actively involved in community events, including The Rotary Club’s "Art in the Park," Habitat for Humanity, and more.

Services

Basic Services

  • Basic Tax Return
  • Student Return
  • Seniors Return
  • Small Business Return
  • Rental Property Return
  • Qualified Farm/Fishing Property Return

Other Services Provided

  • Payroll Service
  • Bookkeeping Service
  • Small Business Start Up Packages
  • GST/HST Fiscal Year Consultations
  • Small Business Fiscal Planning

Additional Incidence Services

  • T1 Adjustment
  • Pre/Post Tax Season Consultation
  • Filing an Appeal on a CRA Ruling
  • Appeal Correspondence
  • Representation in Tax Court

Why Us?

Unhappy with your tax preparation? Have a pile of unfiled tax returns? Cannot understand why your return is being reduced by unfair pricing schemes of other places?

With over 30 years of experience, we can help with tax services for self-employed individuals, US commuters, landlords, retirees, students, businesses, and more!

Contact Mark or Chris for your free consultation!

Phone: 519-979-4614

Website: www.forestgladefinancial.ca

Email: forestgladefinancial@gmail.com

Tax Appointment Checklist

We pride ourselves in creating a safe, welcoming environment for our clients to have their taxes prepared. Below is a list of items and info that you will need to bring for our appointments to run smoothly.

  • * Your birthday and phone number
  • * Any important information changes (addresses, marital status, new dependents)
  • * All slips and receipts that will apply to your return:
    • T4s (Employment income), T4Es (Employment insurance benefits), T2202A (Education/tuition slips), T3, T5, T5008 (Interest earned – mutual funds), T4A, OAS, T4AP (Old Age Security – CPP benefits)
  • * Sale of principal residence, custody and legal papers, rental income, CRA assessment notices, declaration of conditions of employment, disability tax credit certificate
  • * Child care expenses, medical expenses exceeding 3% of your net income, charitable contributions, work/professional expenses, alimony/child support payments, RRSP contributions, moving expenses, public transportation receipts, professional exam charges, carrying charges and interest paid
  • * Any other information that you believe to be pertinent to your return