Filing Methods
IN PERSON MEETING
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Our dedicated tax professionals process thousands of tax returns each year, providing personalized attention to ensure you get the maximum refund possible. We assist you in gathering the necessary tax documents, claim all eligible deductions, and accurately apply all available tax credits.
For self-employed individuals and small businesses, we ensure you benefit from all possible deductions and business expenses to minimize your tax liability.
How We Help You
- Personalized Attention: We handle your tax return with care, aiming to secure the highest refund.
- Document Review: We help you collect all necessary tax documents.
- Maximize Deductions and Credits: We ensure all eligible deductions and credits are claimed.
- Support for Self-Employed and Small Businesses: We help you take advantage of all possible deductions and business expenses to reduce your tax bill.
Contact us to schedule an in-person meeting to discuss your tax needs.
DROP OFF SERVICES
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Step 1: Organize and Collect Documents:
- Checklist: We provide a comprehensive checklist to help you gather all necessary documents, such as income slips (T4, T5), receipts for deductions (medical expenses, charitable donations), and any other relevant tax forms.
- Preparation: Make sure all documents are organized and complete to avoid any delays in processing your tax return
Step 2: Office Drop-off:
- Business Hours: You can drop off your documents during our regular business hours. If you need to come outside these hours, please contact us to arrange a suitable time.
- Contact Details: Ensure you provide accurate contact information so we can reach you if we need any additional information or clarification
Step 3: Review and Approve:
- Discussion Call: After reviewing your documents, we may schedule a call to discuss any questions or clarifications needed. This helps ensure that your tax return is accurate and complete.
- Draft Review: We will prepare a draft of your tax return and review it with you to ensure all information is correct before final submission.
Step 4: Pickup and Payment:
- Payment: Once your tax return is ready, you can visit our office to make the payment for our services.
- Submission: After payment, we will submit your tax return electronically to the Canada Revenue Agency (CRA) on your behalf.
- Confirmation: You will receive a confirmation once your tax return has been successfully submitted.
If you have any specific questions or need further assistance, feel free to ask!
VIRTUAL TAX FILING
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1. Create an Online Profile
Setting up an online account with a secure password is straightforward. Providing basic information and completing an organizer questionnaire helps streamline the process.
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2. Gather and Upload Documents
Reviewing the tax checklist ensures you gather all necessary documents, such as tax slips and receipts. Uploading documents to a secure, user-friendly portal adds convenience and security.
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3. Tax Preparation and Review
We will follow up with any necessary questions to ensure the accuracy and completeness of your tax return. You will receive a draft for review prior to final submission.
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4. Pay and Submit
Paying for the service, completing an electronic signature.You will receive confirmation of CRA e-filing confirmation. The process is efficient and hassle-free.
