Your Trusted Tax Advisor is now just one click away!
Available only to FBC Canada members, FBC Tax Advantage puts you in control - making your annual tax preparation easier and more convenient. With FBC Tax Advantage you can monitor the status of tax return – knowing which information or documents have been submitted to your FBC file and which are needed to complete your return.
Upload images of your tax slips, expense receipts, charitable donations or medical expenses directly into your FBC tax preparation file - anywhere, anytime. That means no more scraps of paper in a shoe box, no more lost receipts and no more lost deductions. As a business owner, FBC Tax Advantage means you spend less time on paperwork and data entry, and more time focused on running your business and doing the things you love. FBC Tax Advantage is an easy way to ensure you hold on to more of your hard-earned money.
Your tax information is automatically (and securely) loaded into our proprietary software allowing FBC to calculate the maximum tax savings for you, just like we’ve always done. With FBC Tax Advantage you and your FBC Trusted Tax Advisor will spend more time discussing and planning future tax saving strategies and less time organizing receipts and data entry. The end result – a more efficient and convenient way to long-term tax savings.
Convenience with safety and security built in. FBC Tax Advantage has been developed with bank-level security. That means you can rest easy knowing your tax and personal information are protected while keeping you constantly connected to the team at FBC.
What FBC Tax Advantage can do for you:
•Give you a clear view of the status of your tax return and the information required by FBC to complete your return
•Upload and automatically include tax slips, charitable donations, medical expense receipts and other tax documents in your FBC-prepared tax return
•Easily capture medical travel records and other receipts on the go simply by taking a picture
•See date of your next booked appointment and request a reschedule, if needed
•Access and easily share your tax documents, including tax returns and financial statements at any time
•Directly control your notification preferences and other communications from FBC
•Schedule a direct response from an appropriate team member at FBC
The app is free but for security purposes it requires a Member PIN provided by FBC to register and access your tax information.