Let’s Do This

Help that actually helps.

  1. Step 1: Let’s get to know each other

    Give a call or send a message so we can understand your needs, goals, and whether we’re the right fit for each other. We’ll likely set up a meeting at this point. In person or virtual, whatever feels right for you.

  2. Step 2: Gather your info

    Time to dig through your treasure trove (read: shoe box) of paperwork. You’ll need access to your CRA accounts, we can help walk you through this if that sounds intimidating.

    Make a list of your questions or concerns so nothing gets missed.

    We usually ask to see last year’s filed return (or the last one you filed if you’re catching up).

    Don’t forget to check out our “Oooh I Need That” section. Grab whatever applies to you.

  3. Step 3: Meet with us

    This is where you sit down with us and our emotional support dog (if you want). We’ll outline our process, explain what comes next, and we may have some paperwork for you to complete before we get rolling

  4. Step 4: You send the goods

    Once our meeting is over, you’ll gather any additional documents or info we’ve asked for. You can email or use our portal to send your documents to us, once everything lands on our desk, we’ll dive in and start working on your return(s). We may need to get in touch with you through this process. But we’ll be nice, promise.

    Client Portal Click Here

  5. Step 5: Sign on the dotted line

    Before anything goes off to the CRA, you get to review it. We’ll walk you through the return if you’d like and answer any final questions. Then, and only then, with your signature, we’ll send it off. Nothing gets filed without your thumbs up.