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Building Financial Success Together

Ready to navigate your financial future? Our team of experienced professionals is here to guide you every step of the way.

Phone: 226-753-2469

Email: [email protected]

Address: 280 Woolwich St S Unit 600, Breslau ON

Assistance Hours : Mon-Fri: 9AM-6PM,

Sat: 10AM-2PM

Schedule Consultation

Section 1 — Tax Information

Please attach your most recently filed tax return.

First-time filing a tax return

Full Name *

SIN / Business Number: *

Tax Year to Prepare: *

Filing Type *

Personal

Corporate

Section 2 — Contact Information

Please provide up to 6 individuals or companies connected to you. Please note first year filing (FYF) or no return required (NRR) if applicable.

Include the Email address, Phone number, and Preferred Signing Method (Email/Text)

Same contact info for business as personal (please provide at least one for each identified signature required)

Section 3 — Mailing Address

Please ensure to provide the complete mailing address

Same as attached return

Different — please complete below

Street Address

City

Province

Postal Code

Country

Section 4 — What to Expect as a New Client

1. Authorization & CRA Access — We’ll request CRA authorization to access your account as your representative

2. Information Gathering — Once authorized, we’ll provide a tailored checklist of documents needed to prepare your return.

Check here if you prefer a Dropbox link (email is default)

3. Preparation Timeline — Personal returns (Mar–Apr) processed within 1 week; Corporate returns within 1 month.

4. Review & Discussion — Once draft is 95% complete, we’ll contact you to review your results. Preferred:

Text

5. Approval & Signing — Final return sent with DocuSign for signature.

Text

6. Filing & Completion — E-filed same day once signed. Paper filings go out in our weekly mail run.

7. Final Confirmation — CRA issues a Notice of Assessment confirming completion.

Signature & Confirmation

Sign here *

Clear

Date Signed *

Guiding your business through financial clarity with expert accounting services. Your trusted beacon for financial success.

📩 [email protected]
📞 226-753-2469
📍 280 Woolwich St S Unit 600, Breslau ON

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