Personal Income Taxes

Please Note:

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.

For new clients:

Additional schedules:

STEP TWO – SUBMIT YOUR INFORMATION

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

  • Share your Google Drive folder with [email protected]
    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.

Please Note:

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.