1.     New clients – create a secure portal account. For existing clients, we will send you an email with your new portal account.

2.     Review and sign our engagement letter that will be sent to you and pay fee deposit as agreed upon in the engagement letter. 

3.  Authorize us as your accountant on your CRA business account.

4. Review our corporation tax checklist included in this package and send us applicable information via email or upload on our secured portal or email your documents to info@accotaxcpa.ca.  

5.    We will prepare your tax return (s) and send draft to you for review. 

6.  Once finalized, we will send T183 approval form for signing along with our final invoice for payment.

7.     Once we receive signed approval forms and payment, we will e-file your return(s) and send confirmation of filing.

Download our corporate tax package to guide you to provide us the documents required for your business tax filings.