Your file, step by step.
A simple, transparent process with no surprises. From your first request to the final filing, here's exactly what happens.
First contact
You reach out in just a few minutes: your situation, the type of service needed, the context. No need to detail everything — a few lines are enough.
Assessment and quote
Within 48 business hours, we get back to you with a first assessment, a personalized quote, and a checklist of documents to prepare, tailored to your situation (individual, self-employed, corporation, etc.).
Document collection
You send us your documents securely. No travel required. If any are missing, we tell you exactly how to get them (from your employer, the CRA, Revenu Québec, etc.).
Preparation and review
We prepare your file with rigor: data entry, optimization of credits and deductions, cross-checks, CRA and Revenu Québec compliance. If a question comes up along the way, we ask it.
Review with you
Before any filing, you receive a clear summary of your return: income, deductions, outcome (refund or balance owing). We discuss, adjust if needed, and sign off.
Filing and follow-up
Electronic filing to the CRA and Revenu Québec. You receive a confirmation. We securely store your documents and follow up on notices of assessment. If a question comes up later in the year, you know who to reach out to.
Ready to start your file?
Get started →