Cathleen Rulli, CPA

Cathleen Rulli, CPA Offering accounting services with a focus on small business, personal taxes and trusts. Making the DTC less overwhelming—and easier to understand.

Specializing in assisting families in the disability commmnity navigate DTC, RDSP and Henson Trusts. Canadian CPA specializing in small business accounting, personal tax returns, and DTC. I’m passionate about financial literacy and making finances easier to understand.

Big changes are coming, CRA announced today:- Starting July 14, 2026, you will not be able to use the “submit documents”...
06/16/2026

Big changes are coming, CRA announced today:

- Starting July 14, 2026, you will not be able to use the “submit documents” section of your CRA account to send DTC applications or related documents unless the CRA specifically requests more information.

- As of September 8, 2026, older versions of Form T2201 (from before 2023) will no longer be accepted.

💸 Owe tax every year? You may need to pay CRA tax installments.Tax installments are quarterly payments made throughout t...
06/08/2026

💸 Owe tax every year? You may need to pay CRA tax installments.

Tax installments are quarterly payments made throughout the year to help avoid a large balance owing at tax time — and possible interest charges from the CRA.

📅 Installment due dates:
March 15
June 15
September 15
December 15

✔️ Common for:
• Self-employed individuals
• Seniors with multiple sources of income
• Investors
• More than one employer and didn't properly complete a TD1

CRA states this visit is 100% confidential; the information you choose to discuss will not be shared with other areas of...
06/06/2026

CRA states this visit is 100% confidential; the information you choose to discuss will not be shared with other areas of CRA.

The survey responses for people who participated in this service are positive.

If you don't have a trusted tax professional this service can help you get off to a great start in understanding your obligations.

The Canada Groceries and Essentials Benefit is replacing the GST credit. It provides higher payments and a lower income ...
06/05/2026

The Canada Groceries and Essentials Benefit is replacing the GST credit.
It provides higher payments and a lower income threshold.
Quarterly payments based on the 2025 tax return will start in July 2026.

Some people wait and let CRA file the adjustments and some take care of it themselves. Remember interest is charged on a...
06/03/2026

Some people wait and let CRA file the adjustments and some take care of it themselves. Remember interest is charged on amounts owing from May 1st.

June 2026 Good to Know Dates
05/31/2026

June 2026 Good to Know Dates

In most provinces you only have to register your business IF your full name is not in the title of your business.Example...
05/30/2026

In most provinces you only have to register your business IF your full name is not in the title of your business.

Example:
My business is Cathleen I Rulli, CPA - my full name
If I called my business Rulli Tax I need to register
If I called my business Cathy Tax I need to register.

05/28/2026

There are so many ways to spend our money and saving money isn’t fun but it serves a purpose. Naming the purpose helps. Nobody needs to save just because. We need to save because life happens, because we want to travel and retire.

What are you saving money for right now?Be specific.When savings has a purpose, it’s easier to stick to.Are you saving f...
05/27/2026

What are you saving money for right now?

Be specific.
When savings has a purpose, it’s easier to stick to.

Are you saving for:
• A tax bill?
• A home?
• A buffer for slow business months?
• Retirement?
• Something fun?

Drop it below 👇 to let me know what you're saving for?

Yes, your business should have more than 1 bank account.The purpose of multiple accounts to have the money set aside to ...
05/23/2026

Yes, your business should have more than 1 bank account.

The purpose of multiple accounts to have the money set aside to pay CRA and to ensure you keep getting paid if your business income drops.

Address

Virtual Options
Richmond Hill, ON

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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