Personal Tax Returns
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Let’s connect to discuss your tax needs and how we can assist.
How We Work
01
Send Information
Through our secure client portal, you will complete a personal tax organizer and upload your tax documents.
02
Process Tax Return
Through the client portal, you can view the current status of your tax return and send messages to provide additional information, request updates, or ask questions related to your return.
03
File Return
Upon completion, you will receive a draft of your tax return through the client portal for review. After approval and signature, the return will be electronically filed and confirmation of acceptance from the CRA will be provided.
Have Questions?
Frequently Asked
Questions
What is the deadline to send information? What if I am a returning client?
For the 2025 tax year, the deadline to submit your information is April 16th. If we have all your information for this date, it will be completed by the April 30th deadline.
Can I know when my taxes are going to be ready?
If you provide all documents by April 16th, 2026, we’ll ensure filing before the CRA’s April 30th deadline.
Can I drop my physical papers off?
No, we do not have a physical drop off location. Please send all personal tax information through our secure client portal.
How does billing work?
An invoice will be sent via email and is payable by e-transfer or credit card.
I forgot to upload something, do I have to fill out the form again?
No, you can upload the documents directly through the client portal and we will be notified of the new upload.
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Let’s connect and discuss how we can assist you.