Our streamlined 7-step personal tax filing process makes your tax filing a breeze.

1. New clients – create a secure portal. For existing clients, we will send you an email with your new portal account.
2. Review and sign the engagement letter and complete the tax organizer when you sign into your portal account.
3. Sign the CRA authorization form that will be sent to you and pay fee deposit (see our fee guide below).
4. Review our 2024 personal tax checklist and upload applicable information upload on the portal or send us via email (info@accotaxcpa.ca)
5. We will prepare your tax return and upload the draft (password protected) on the portal for you to 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 upload notice of assessment once available from CRA on the portal.