Common questions

• What does this service do?

  This website is for personal income tax return preparation. Appointments are requested online; the owner confirms the details and time with you. Before any work starts, the details of your situation and what is needed are confirmed with you.
• What should I bring or prepare?

  In general, people prepare: a photo ID; their tax slips for the year (for example T4 from an employer or T5 for investment income); last year's Notice of Assessment if they have it; receipts that may apply to their situation (such as rent, child care or tuition); and their current address. The exact list is confirmed with you after you send a request. Please do not type your SIN, bank or card numbers into the website forms.
• How do I book?

  Go to the Book page (/book) and send a request with your name, how to reach you and, if you like, a preferred time. A request is not a confirmed booking. The owner contacts you personally to agree on a time.
• Is my request a confirmed appointment?

  No. Sending a request only lets the owner know you are interested. Your appointment is confirmed only when the owner contacts you and agrees a time with you.
• How much does it cost?

  Fees are shown on this website when set, or the owner will tell you before any work starts.
• Can you tell me my refund or give tax advice?

  This website gives general information about the service only. It cannot give tax advice, calculate a refund or say what you can claim. Your own situation is discussed with you directly once you are a client.
• Is it safe to send my SIN or bank details here?

  Please do not type or send your SIN, bank account, card number or tax documents in the website forms. The website does not collect them. If anything like that is needed, the owner will explain how to share it safely when you are in contact.
• How is my personal information handled?

  The booking form asks only for the basics needed to contact you. Requests are stored in a private database that only the website owner can read after signing in; they are not sold or used for advertising. The Privacy page has the full details.

Still have a question? Send a request on the Book page and the owner will reply personally.