Start intake

Submit your details and we will contact you with next steps. Your submission is stored securely and used only for service delivery.

Client intake form

Provide basic details. We will follow up with document checklist and next steps.

Full name
Phone
Email
Client type
Tax year
Target deadline
Notes (optional)
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Do not include SIN or highly sensitive details in this form. We will provide a secure upload link for documents.
What happens next
  • We review your intake
  • We send a document checklist
  • You upload documents securely
  • We prepare and file your return
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