Get Your Taxes Done from the Comfort of your Home
Who needs to leave the house to file taxes? With remote service, you get expert prep without the commute or the hassle — just fast, accurate results.
Send everything from your couch, your office, or your favorite coffee shop. No traffic, no waiting rooms. It’s simple, straightforward, and just as thorough as sitting with me in person.
Ready to see how it works? Here’s how we get your taxes done, start to finish.
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
All the Convenience, None of the Hassle
Sending me your tax slips is easy.
You get a secure, private upload link dedicated only to you. You drop your documents in, I pull them down, and I wipe them from the cloud immediately. No sensitive info sitting around. No digital crumbs for hackers. Ever.
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Missing slips? Doesn’t matter.
I request access to your CRA account so I can pull every slip, credit, and form myself — nothing gets missed, nothing gets left on the table, and your return gets fully maximized.
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 upload all your documents to the secure link from Step 2. It stays active for 72 hours, and your files are stored on my encrypted local system — never in the cloud. Clean, controlled, and safe, exactly the way it should be.
I’ll also send you an electronic invoice through QuickBooks so you can pay however you prefer — card or e-transfer. Instructions are all on the invoice.