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
Individual intake
This information helps us prepare your tax package and prefill required filing documents where applicable.
Date of birth
SIN last 4 digits
Street address
Address line 2 (optional)
City
Province
Postal code
Notes (optional)
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If you do not want to enter SIN digits here, select the phone option and we will confirm that detail securely during follow-up.
What happens next
  • We review your intake
  • We send a document checklist
  • You upload documents securely
  • We prepare and file your return
If you want to chat immediately, use the WhatsApp button.