How We Work
Personal Tax Process
01
Send Information
Start by filling out the Personal Tax Information form.
Within that form you will upload your tax documents to our secure Dropbox link.
Are you a new tax client? Please complete the New Client form to receive a personalized quote.
Do you have a small business? Here’s a Small Business Checklist to help prepare.
02
Process Tax Return
You will receive a copy of the form you submitted via email. This indicates that we have received your information and we will be in contact once we have reviewed the documentation.
03
File Return
Upon completion, you will receive a draft of your tax return through a secure Dropbox link. Following your review of the tax information, you will be prompted to sign, enabling us to E-file and provide confirmation of the filing process.
Have Questions?
Frequently Asked
Questions
What is the deadline to send information? What if I am a returning client?
April 1st is the deadline in order to have your return filed by the CRA submission deadline of April 30th.
Can I know when my taxes are going to be ready?
If you provide all documents by April 1st, we’ll ensure filing before the CRA’s April 30th deadline.
Can I send my information physically?
Please send all personal tax information digitally through our website form. We do not receive physical documents.
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 don’t need to fill out the form again, you can simply upload your additional documents here.
Now accepting new clients !
Let’s connect and discuss how we can assist you.