Personal Income Taxes

STEP ONE – GATHER YOUR INFORMATION

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

Personal tax checklist

For new clients:

Authorize A Representative

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:

Drop off your paper documents at our office through our secure mail slot during regular business hours, or
Use our secure client transfer to send us the information electronically

Secure file transfer

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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.

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.

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Please Note:

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

If you have provided us with paper documents, please pick these up from our office at your earliest convenience.

STEP FOUR – PAY YOUR TAXES

You can pay your taxes directly to Canada Revenue Agency:

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.