01. Gather Your Documents
Use the checklist provided to gather all required tax slips, receipts, and supporting documents. This ensures your return is complete and accurate.
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02. Book Drop Off Appointment
During this time, I will review the documents you’ve brought, confirm that I have everything needed to complete your tax return, and identify any additional information that may be required. This is also a great opportunity to ask questions or raise any tax concerns, life changes, or items you’re unsure about. This helps ensure your return is prepared accurately and with proper tax planning in mind.
03. Review, Sign and File
After your return is prepared, I will contact you to review your next steps. You can choose to:
- Book an in‑person appointment to review your tax return, sign, pay, and discuss future tax planning, or
- Sign and pay remotely for convenience. A copy of your tax return will be securely stored at the office and available the next time you visit.
Once this is completed we will file your income tax return with CRA.
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Personal Income Tax
Areas of Support
- Business Acquisitions
- Mergers & Reorganizations
- Business Valuation Support
- Due Diligence Assistance
- Business Sales & Exit Planning
- Succession Planning
- Share & Asset Sale Considerations
- Corporate Restructuring
- Business Dissolutions & Wind-Ups
- CRA & Regulatory Compliance
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