In person, by phone, Zoom or MS Teams.
We use TaxFolder to obtain your electronic signoff before your return.
1Send us
your tax data
Go to Contact menu, then use Dropbox link to send me your slips and receipts.
Or drop in mailbox anytime outside my office
With your permission, I access your CRA online data to prepare your return.
2We prepare, then
review and discuss
We meet using Zoom, email or by telephone, review your return together, and ensure nothing has been overlooked
3You approve
with TaxFolder
I send your return and you electronically approve it (with your phone!)
CRA accepts electronic approvals
4We efile your
return with CRA
You get a Notice of Assessment shortly after efiling (CRA My Account)
Direct deposit refunds in 7-10 days
Click to download
T1 checklists
Click to download
Foreign Reporting Questionnaire
Click to download
Underused Housing Tax Questionnaire