Personal Income Taxes

 

Due to Covid, we are not conducting any in person meetings over the 2021 tax season. Please see below for our personal income tax procedures.

STEP ONE - GATHER YOUR INFORMATION

 

Download, save and complete the following forms with your required basic personal information. 

Personal tax checklist 

 

For new clients:

CRA consent form         Engagement letter (including fees)

 

Additional schedules:

Business (self employed) income and expenses         Rental property income and expenses

STEP TWO - SUBMIT YOUR INFORMATION

 

Submit your completed documents from STEP ONE and all additional information via one of the following:

or

or

  • Drop off your paper documents at our office through our secure mail slot during regular business hours

 

PLEASE NOTE:  It is important that you are providing complete information as your tax return will be placed in the queue for preparation as soon as we receive it. 

Processing times vary depending on the workload but most returns will be completed within 1 - 2 weeks.

STEP THREE - SIGN YOUR DOCUMENTS

Once complete, we will send your personal income tax return and all other related forms and schedules for signature through Docusign to the email you have provided to us.

This will be your completed copy of the tax return.  Please retain these documents for your records.

STEP FIVE - PAY OUR INVOICE


We prefer to receive payments via e-transfer to [email protected]

 

You can also phone our office to pay by visa or mastercard. 

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