In-Person Tax Prep: The Personal Touch
Alright, time to get up close and personal with your taxes — literally. Whether you’re in Calgary or Airdrie, I’ll come to you or you come to me and make this process smooth and stress-free. No awkward office meetings. No waiting rooms. No nonsense.
We’ll chat about your situation, I’ll gather everything I need, and I’ll handle the rest. With me, in-person filing is simple, efficient, and surprisingly easy.
Ready to see how it works? Let’s dive into the steps.
1
Let's Get to Know You
We’ll connect however works best for you — phone, text, email, whatever’s easiest. I’ll send you a quick client form (new or returning) so I can grab the essentials, plus a simple engagement letter. Nothing scary — it just confirms we’re both on the same page and makes things official.
All the forms are mobile-friendly and stupidly easy to use. You can fill everything out or sign directly from your phone in under a minute. No printing, no scanning, no headaches. Just clarity from the start so I have everything I need to take over smoothly.
2
Schedule Your Appointment
Whether I come to you or you drop by my place, the process is the same — effortless. We sit down, go over your situation, and I collect everything I need right there. I scan your receipts on the spot, so you’re not lugging around paperwork or stacking folders like it’s 1998.
You hand it over, I take over. You keep your receipts for memories, not for tax season.
Missing slips? Doesn’t matter — I’ll access your CRA account and pull every slip, credit, and form myself so nothing gets missed and your return hits every dollar you’re entitled to.
Easy, right?
3
The Tax Magic Happens
Now it’s my turn to work. I dive into your tax file like it’s my favourite puzzle — double-checking every detail to make sure you get every deduction you’re entitled to. If something looks off or I hit a roadblock, I’ll reach out right away. No surprises (unless it’s a refund wink). You stay updated, I handle the heavy lifting, and your return gets the best possible result.
4
Let’s Go Over Everything
Once the magic’s done, I’ll walk you through everything I’ve prepared. We can schedule a call to go over the details — ask me anything.
Then I’ll send the forms for you to sign. They’re delivered through a clean, mobile-friendly interface, so it takes seconds — no printing, no scanning, no hoops.
Once signed, I file everything electronically with CRA/RQ.
5
The Final Touch
Once everything is finalized, I'll send you a secure link to download your documents, it stays active for 72h and your documents are stored on our encrypted local system — never in the cloud. Want to see exactly how we protect your data?
→ Learn More About Our Security
I’ll also send you an electronic invoice via QuickBooks, so you can pay however you prefer—cards or e-transfer. Instructions? All on the invoice. Easy, right? You’re officially tax-season-free, and I’ll be here if you need me again next year. Let’s keep it smooth.