Welcome Back!

I hope the year has been kind to you. I look forward to working with you again this tax season. The process has changed this year:

1 - complete a returning client intake form (below) for each family member whose return I will be preparing. This intake form is replacing the questionnaire you would receive in TaxFolder.

2 - my admin will contact you with a service agreement to review and sign.

3 - an invoice will be sent via Quickbooks for you to prepay for services.

4 - once the signed agreement and payment is received within 3 business days you’ll receive your email to submit documents via TaxFolder.

5 - new this year I’ll be providing a list of slips downloaded from CRA to help streamline tax preparation in addition to the list of common slips/deductions and your slip list from the prior year.

My current fee schedule is available under the personal tax page. You may notice previous fees charged have been lower. For years my fees have been below market rates. For those clients this applies to you can expect a 5% or $5 minimum increase in fees until you reach my current fees.