Send me
your tax data
Go to Contact menu, then use Dropbox link to send me your slips and receipts.
Or drop in mailbox anytime outside my office
With your permission, I access your CRA online data to prepare your return.
We prepare, then
review and discuss
We meet using Zoom, email or by telephone, review your return together, and ensure nothing has been overlooked
You approve
with DocuSign
I send your return using DocuSign. You electronically approve it (with your phone!)
CRA accepts electronic approvals
I efile your
return with CRA
You get a Notice of Assessment shortly after efiling (CRA My Account)
Direct deposit refunds in 7-10 days