The process
How it works
Six clear steps from request to confirmation. You ask for help — we prepare and file for you. A person reviews before anything is filed.
- 1
Request help
Share how to reach you and a little about your tax year on our intake form. No CRA login needed.
- 2
We contact you
Our team follows up by email or phone to confirm your situation and how we will collect documents securely.
- 3
Share your documents with us
Send tax slips and receipts through the channel we provide. We flag anything missing before preparation starts.
- 4
We prepare and review
A preparer builds your return and an independent reviewer checks it. Separation of duties, always.
- 5
You approve, then pay
Review your return summary, sign Form T183 when ready, and pay the fixed preparation fee.
- 6
We file and confirm
We transmit through certified filing software and keep your confirmation on file for you.