Expert Online Tax Preparation

We have transformed our tax preparation services to the online world a few years ago. We now serve hundreds of individuals and businesses across Canada, in the USA and in 12 other countries. This approach has been particularly successful since the COVID 19 pandemic but we initiated the transition to cloud-based tax preparation based on what tax firms in the USA had already started.

Providing safe secure online tax preparation with expert advice ensures the best possible outcomes for our clients, with more convenience and confidence that the returns are being prepared by professionals at a reasonable price, and taxpayers are comfortable that they are filing on time.

Safely meet online through Zoom

Or talk on the telephone by calling toll free 1-800-684-1972

Build Trust & Rapport

We have been working with our clients through online meetings for years. We will show you your tax return(s) as we develop them.

This has been particularly helpful during the COVID 19 pandemic:

  • More convenient because you can log in from home, your office or anywhere
  • Better access to your tax information
  • More efficient with your time

Automatic Tax Slip Downloads From CRA

With your authorization, we can download your tax slips directly from the CRA website

Our professional tax software talks directly with the CRA website

Our professional tax software will download tax slip data for one or more years, making sure that all slips are included, thereby avoiding costly penalties

We can also check for carry-forwards including tuition, capital loss carry-forwards and more … to potentially minimize your taxes this year and to facilitate tax planning for the future.

Secure Online Client Portal

You can email us your tax data or have us setup a special account with eCourier to make it easy to upload your confidential tax information

Upload confidential tax information

  • Self employment income and expense totals by category
  • Reports on investment activities, including gains & losses
  • Deductions such as child care, employment expenses, moving expenses, RRSP contributions
  • Totals for medical, dental and therapeutic expenditures, donations
  • Tax slips and tax returns from other countries where you earned income and paid taxes

Approve your tax returns digitally through DocuSign

Sign-off digitally that your tax returns are correct

We will provide you with a full digital summary of your tax return(s) BEFORE submitting them. If you agree, then you can sign off digitally through DocuSign so that we can file the return(s) electronically directly to the CRA.

  • No need to attend a physical office.
  • After we submit your tax return(s) electronically, you can expect to receive a notice of assessment within 2 weeks.
  • Express NOAs are now available if you are applying for mortgages or loan