◾Year-round preparing and e-filling of T1 returns for current and previous years

◾Preparing T1 and elective returns for deceased persons, as well as T3 returns for testamentary trusts

      As a former employee of the CRA, I fully understand the need to protect confidentiality of your information.

I do not communicate, send or receive documents and information using social media. 

During the initial virtual appointment on Zoom or Google Meet, I will confirm your identity as required by the CRA; after that I will email you an Engagement Letter, a fee schedule, and an interview/checklist form for you to complete, so that I can fully understand your tax situation. 

You will be able to submit additional documents using either Google Drive or DropBox. Alternatively,  if there are just a few documents to submit, you will be able to email them in an encrypted format. Lastly, you can submit documents without encryption using Signal app or your Proton email account.  Detailed instructions will be provided with the Engagement Letter.  

To keep your information confidential, I do not maintain paper files for my clients. Immediately after receiving documents in electronic format, I save them off-line in a BitLocker encrypted storage device and permanently delete them from on-line storage. 

Only I have access to the information and documents submitted by my clients. 

My goal is to ensure that your tax information stays confidential at all times, you pay the least amount of legally required income tax, or receive the highest refund and all the benefits to which you are entitled.