Please provide us with your Tax Return Information:

1. Dropbox or Drive - use Dropbox or Drive to share PDF copies of your (family's) tax information slips, tax ORGANIZER (questionnaire), filing AUTHORIZATION form.  
2. Review the organizer to ensure all necessary items are included - if you're not sure about something, include it just in case or ask me
3. E-mail - If you have chosen not to use Dropbox or Drive, attach all of the necessary PDF documents to one e-mail, addressed to "gord.evans@gmail.com"
4. Deliver - If you live or work near my office, you may deliver your tax information. there is a blue bin container available for your delivery, checked regularly throughout the day and early evening
5. Xpresspost or Courier - or use Canada Post's Xpresspost service, or a reputable courier service (e.g. FedEx, UPS, DHL, Purolator, etc.),  to deliver your tax information to my address. Use the tracking number provided to ensure that your envelope arrives safely
6. Payment for Services - please see the "Process" section below for our filing process and payment for our services.

Or CONTACT US to make alternate arrangements.  Thank you.

payment

We will process your tax information as follows:

1. Your tax return will be prepared based on the information you provide, and in the order in which your material is received at our location; we will begin preparing personal tax returns on or shortly after March 1st
2. In all cases, we will strive to prepare your return(s) and file it/them on your behalf (if you have provided the filing authorization form) on or before the filing deadline - April 30th for most filers who are not self-employed, and June 15th for self-employed individuals; of course, should you provide your information close to the filing deadline, it may not be possible for your return to be filed on time - CRA may assess penalties and interest for late-filed returns
3. If you have not provided a filing authorization form, we will ExpressPost your completed tax return(s) to you, at the address you provide for filing your tax return
4. If we are filing your tax return(s) on your behalf,  we will e-mail a copy of your tax return(s) to you for your approval or changes; our invoice for services will be included in the PDF package; we can also (if requested by you) place a draft copy in your Dropbox folder for your review and approval, or to allow you to provide us with any changes you feel are necessary
5. Once we receive your approval by return e-mail, and your payment via e-transfer, we will proceed to file your return on your behalf
6. Click here to pay your invoice online.

Important:
Please be sure to review the Top Tax Tips and Tax Organizer to determine what is applicable to your circumstances so that you can advise us accordingly. We desire to prepare your tax returns completely and accurately. To accomplish this we need your assistance to provide us with all of the pertinent and necessary information.