Book a Free 30-Minute Consultation

We offer a free 30-minute initial consultation to understand your tax situation and determine whether we are able to assist with your personal income tax return.

What We Will Discuss

During the free consultation, we may discuss your general tax situation and the type of support you are looking for.

• The tax year or years you need help with

• Whether you are filing as an individual, couple, family, student, senior, newcomer, self-employed person or non-resident

• Types of income, such as employment income, pension income, self-employment income, rental income, investment income, or government benefits

• Whether you have missing slips, prior-year returns, CRA letters, or other filing concerns

• Whether your file is within the scope of services we currently provide

• Estimated fees and expected timeline

• How to provide documents securely if we proceed

Important Note

Submitting a consultation request does not create a client relationship and does not guarantee that your file will be accepted.

Tax preparation work begins only after your file is accepted, required documents are received, and authorization is completed.

After the Consultation

After the consultation, we will let you know whether we are able to proceed with your file. If we are able to assist, we will provide clear next steps. 

• List of required documents

• Secure document submission instructions

• Required authorization steps

• Expected preparation timeline

Before Booking

To make the consultation useful, please be ready to briefly explain your tax situation. 

• What tax year you need help with

• Whether your return is simple or more complex

• Whether you are self-employed or have rental income

• Whether you received any CRA letters or notices

• Whether you are missing any tax slips or documents

• Your preferred deadline, if any

Privacy Notice

Please do not submit sensitive personal information through the consultation request form.

• Social Insurance Number

• CRA username or password

• Tax slips

• Banking information

• Copies of government identification

• Full tax documents

If we are able to take your file, we will provide instructions for secure document submission. 

Final Call-to-Action

Ready to Get Started?

Book your free 30-minute initial consultation using the button below. After booking, you will receive a confirmation email with a short intake form to complete before your appointment. 

The free initial consultation is for general information and file assessment only. It is not tax, legal, financial, or accounting advice. A client relationship is created only after your file is accepted and the required onboarding and authorization process is completed.