The Process

We strive to provide you with a complete accounting and tax solutions package both for individuals as well as for corporations. For individuals, we conduct a full review of your existing tax returns with CRA. If you have not filed your taxes, you don’t need to worry. We file your taxes for you. For corporations, we mold ourselves to better cater to your needs. We aim for complete satisfaction for all our clients.

Our specialized and skilled tax professionals undertake the difficult task to review and file your amendments and unfiled taxes so no matter what your tax need is, we are here for you.

STEP 1

After your initial contact we will answer any questions/concerns that you might have. You can also directly apply for our services by clicking on “Get started” above. After you fill out the intake form, 2 forms will be generated which will require your signatures.

STEP 2

Once a completed form is received, we will begin the process. You can indicate which service (tax filing or review) you are looking for. We do not require any tax document from you as your CRA account has your tax file for each year.

STEP 3

In case of the review, we will contact you of the outcome and inform you of any opportunity for a refund that we have found. If you wish to proceed we will file the amendment. For filing tax returns, we will prepare the tax returns and inform you of the payment options available. If you wish to proceed we will continue to the next step.

STEP 4

In case of review, if CRA approves the refund, we will send you an invoice for our services which will be 30% of the refund value. CRA can take anywhere between two weeks to several weeks to issue the refund to you. In case of tax returns, the payment will depend on the option you choose. You will get the refund directly from CRA in both cases.

STEP 1

After your initial contact, we will send you 2 forms. Form one will be our client contingency agreement and form 2 will be the authorisation request for businesses.

STEP 2

After we receive the completed forms, we will get authorization on your business account with CRA and begin the process. At this stage we will quote you the fee for our services.

STEP 3

We will prepare the tax return and will send you all the information

STEP 4

We are ready to file the tax return and our fee will be due before we submit your return. Please note that our fee will depend on the complexity of the return and will be quoted to you in the second step.