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Step 1: Complete and submit the Client Intake Form.

Ensure that you submit all required documents at the end of the form. Please note that we are unable to file for residents of Quebec.


Step 2: One of our tax preparers will contact you within 48 hours to fill in any gaps.

At this time, we will will provide a quote if required.[/vc_column_text][vc_column_text]

Step 3: We will request more information, documents and/or tax slips throughout the process.

Check our Facts Sheet to learn more about what you might need to provide.[/vc_column_text][vc_column_text]

Step 4: We will complete and send your tax return back to you with a T183.

CRA requires your completion of the T183 as confirmation that we have filed on your behalf.[/vc_column_text][vc_column_text]

Step 5: Upon receiving a signed T183 and receiving payment, we will EFILE your return to the Canada Revenue Agency (CRA).

Now all you have to do is wait for your refund!