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Remote filing intake

Start your file.

A short set of questions - most people finish in under five minutes. Your answers open the file; the documents follow once we are in touch.

No account needed. SINs and dates of birth are never collected on this website.

  1. 1You
  2. 2Household
  3. 3Your year
  4. 4Fee & payment
  5. 5Review
About you

This tells us which checklist applies and how to reach you.

Are you a new or returning client?
Which best describes you?
Documents to gather (we will ask for these later - nothing to upload now)
  • All T slips - T4, T5, T3, T5008
  • RRSP contribution slip
  • Last year's notice of assessment
  • Employment expenses, if claiming
  • Rent paid or property tax for the year
  • Medical expense receipts
  • Donation receipts
  • T2202 tuition certificate, for self or dependant
Please enter your first name.
Please enter your last name.
Please enter an email we can reply to.
Please enter a phone number.

We do not collect SIN numbers, dates of birth or full addresses through this website. Those details are taken securely by phone once your file is opened.