Frequently asked questions

  Switching tax preparers should be done thoughtfully to maintain accuracy, compliance, and peace of mind. Consider the core areas below.

Confidence and Trust

• Assess their professionalism and expertise
• Confirm they handle returns similar to yours
• Ensure expectations and responsibilities are clearly explained
• Verify they are properly identified on your tax return

Services and Fees

• Check whether they offer full-service tax support including preparation, filing, CRA correspondence, reviews, adjustments, audits, and post‑filing help
• Ask if they review past returns for accuracy
• Confirm whether they can represent you with the CRA
• Understand their fee structure and what’s included
• Request an upfront estimate and clarify your ability to decline service
• Determine  whether post‑filing support is included or billed separately.
• Identify any extra charges for audits, amendments, or CRA letters
• Ensure invoices and receipts will be provided
• Are all relevant forms, schedules, statements and tax returns prepared provided to you.

Communication and Accessibility

• Review communication options and response times
• Ensure they explain tax matters clearly
• Confirm year‑round availability, especially after the tax season
• Look for timely, clear, and supportive communication

Knowledge and Competence

• Ask about their quality‑control and review processes
• Understand how they stay current with tax law changes

Initial meeting 

This can either be at the client’s house or coffee shop or library or online.  

1. Introduction and acquaintance, 
2. Better understand your needs and the service required.
3. Identity verification

Granting authorized representative

See the authorized representative letter

Collect the needed tax documents 

This can either be in person or through a shared Dropbox folder

Prepare the taxes, call (or meet) as and when needed for clarifications.

Final meeting 

This can either be at the client’s house or coffee shop or library or online.  

1. review the final tax return.
2. discuss tax saving opportunities or recommendations for next year.
3. address and answer any questions.
4. Get the required approval signature to file (online or in person).
5. Collect the fees, 
6. file the return and issue the invoice and receipt.

We are always reachable and available.  We will get back to you with 24 hours. 

The cost of tax preparation varies based on the complexity of your tax situation. 

We assure you are prices are competitive and commensurate with the service you are receiving.

Contact us to schedule a consultation and receive a quote.

 An authorized representative is someone you trust to handle your tax matters with the Canada Revenue Agency (CRA).   This could be your tax preparer, an organization, accountant, tax advisor, or even a family member. 

Once authorized, they can securely access your tax information, speak directly with the CRA for you, and take care of important tasks like filing returns or answering CRA requests. 

The CRA recently changed the authorizaiton process.  Tax preparers can no longer apply for the authorization through their tax software.

 Authorization is done in one of two ways.

The Fastest way

1. You login o your MyAccount or MyBusiness account with the CRA.
2. Add me as an authorized representative with the following information.

• My CRA representative ID is XX9XXX.
• Choose never to expire.
• Choose level 2 authorization.

The slower way

1. The tax preparer prepares and submits a request to get authorized on the CRA portal.
2. The tax preparer prepares the authorization one page document, showing your name, SIN and phone number and my name, CRA authorized. representative ID and phone number.
3. You sign the authorization letter, and the tax preparer submits it online on the CRA portal.
4. You log in to your MyAccount or MyBusiness account with the CRA and approve the authorization request.

 Payment Policy

1. All services provided are invoiced in full.
2. Accepted payment methods include cash, credit card, and Interac e-Transfer.
3. A receipt will be issued for every payment received.