top of page
*
Address
106-3310 Carrington Road
West Kelowna, BC
Document pickup/drop off
Fort McMurray, AB
All other locations offered remote services
Connect
Personal Tax Filings
How it works.
1. Book your meeting
2. We will see your meeting request come in. Upon acceptance, you will receive an invite to an encrypted portal.
3. You will be prompted to sign a client intake document prior to our meeting.
4. Your return will be started in advance of our call.
5. We will have our call. Don't feel like you need to have everything ready - we will work through your tax life together.
6. You will receive a list of outstanding documents required, or, stay tuned for your finished return for signature.
Corporations must book a meeting to discuss your needs & create a service offering plan.
bottom of page