SolidTax offers one of the most convenient and efficient ways for your tax preparation and accounting needs. Please make sure you book with the right person, the right time, and for the right type of appointment.
Right Person:
You can choose any available accountant. If you’re a returning client and need a follow-up appointment, please book with the same accountant.
Right Time:
Ensure you book within the correct time zone. We are in Ottawa, which is in the Eastern Time Zone (UTC/GMT). Tax preparation appointments are scheduled for 30 minutes.
Office Meeting: In-person appointments at our office.
Phone Call Appointment: We’ll call the number you provide when booking. Please note that we cannot make international calls, and we don’t use Zoom/WhatsApp. Occasionally, our calls might not reach you due to scam protection or other issues. If you don’t receive our call at the scheduled time, please contact us via phone or email.
Booking Confirmation:
Once you’ve completed your booking, you’ll see a confirmation message, which will also be emailed to you. You’ll receive email reminders as your appointment approaches. If you need to cancel or reschedule, please use the link provided in the appointment confirmation email.
Book an appointment with one of our tax experts
To book with a specific accountant, please double-click on their photos to get into their booking pages. On their booking page, you’ll
need to select the meeting type, date and time. Please note that some accountants may have tighter schedules, making it harder to find a convenient time.
We work as a team and support each other. No matter who you book with, you will receive full support from the SolidTax team.
Book The Most Convenient Appointment
To book the most convenient appointment, simply select the meeting type—either “Office Meeting” or “Phone Call Appointment.” below. This will display a broader range of available appointment times for you to select. After you pick your preferred day and time, the system will automatically assign an accountant to your appointment, whose name will be visible on your booking page.
What to Expect During the Appointment
- We will gather your information.
- If you are returning clients, we’ll update any changes in your circumstances, such as marital status, address, or dependents.
- If you are new clients, we’ll input your information (legal name, SIN, date of birth, address, etc.) and obtain CRA authorization to access your tax slips from the CRA system.
- We’ll also gather any additional information that isn’t available through the CRA, such as donations, medical expenses, or rental income.
- We will prepare your tax returns.
- We’ll use the CRA system to auto-fill your tax information and then cross-check it with the details you provide to ensure accuracy. During this process, we’ll clarify any uncertainties, address your concerns, and work to optimize your tax return.
- We will finalize and submit your tax returns:
- Once your tax return is complete, we’ll review the final results with you, addressing any remaining issues or questions. After receiving your confirmation and signature (either digital or paper), we’ll collect the payment for our services and submit your tax return to the CRA. If you have multiple tax returns or a particularly complicated situation, We will either accommodate your needs or schedule a follow-up appointment as necessary. You do not need to book multiple appointments.
Please Note:
- Please gather all your tax slips and prepare any questions you may have for the appointment.
- For phone call appointments, make sure you are available at the scheduled time and have access to the internet, email, and your tax documents. It’s best to be at home or in a quiet place, rather than in your car, street, or in a noisy environment.
- For office meetings, please arrive on time and remember the name of the accountant you booked with.
- While preparing your taxes by phone call appointment, we will email you a digital signature request (don’t worry, it is very easy), your tax returns, and you can pay us by etransfer or by providing your credit card details.
- We limit appointments to 30 minutes, as most tax preparations can be completed within that time. If you have multiple tax returns or a particularly complicated situation, please note this in your booking details. We will either accommodate your needs or schedule a follow-up appointment as necessary. You do not need to book multiple appointments.