Book your appointment

How would you like to book?

Already working with an accountant?

If one of our accountants is already working on your return for the current tax year, please book with the same accountant.

Any available accountant

Find a convenient appointment by viewing available times from all our accountants.

Your accountant is assigned automatically.
You cannot choose a specific accountant.

Choose your accountant

Choose the accountant you prefer, then view only that accountant’s available appointment times.

Appointment choices may be more limited.

To serve you better, please

  • Gather all tax slips and supporting documents.
  • Use our checklists to organize business, rental and other expenses.
  • For phone appointments, have your documents, email and internet access available.

What to expect during your appointment

1

Collect

We gather information from you and available CRA records, then compare and verify the details.

2

Prepare

We discuss your situation, answer your questions, and prepare your tax return.

3

Submit

We review the results with you. Once you approve, sign and pay, we submit your return.

Complex returns or missing information may require additional work or a follow-up appointment.