Income Tax Preparation Services

IT’S EASY - How to submit your documents for income tax preparation

STEP 1 (You)

Prepare your income tax t-slips and receipts as usual. 

If you are coming to us for income tax services for the first time please include your previous years return (and notice of assessment if available).

STEP 2 (You)

Complete the Client Information Form and provide it to us in one of three ways:

• Complete the form online and click submit, or
• Print the form to fill out and include with your file you send to us, or
• Simply write down the information requested in a note and provide it with your file

STEP 3 (You)

Submit your files to us using the method of your choice
See options below (i.e. scan, fax, drop box, mail etc)

 STEP 4 (Our Office)

As we work on your tax file, we will contact you for clarification if needed.  Once complete, we will send documents for your review and signatures.

STEP 5 (You)

You review, sign documents, and return signature pages to us

 STEP 6 (Our Office)

Once we have received your signature pages we will proceed with e-filing your return.
In the event there are original paper documents that need to be returned we will make arrangements to get them back to you.