Personal Client Package
If you are an existing client from last tax season, please get in touch with our office to receive your customized renewal information to update and confirm.
If you are a new personal client (and are not filing late), there is a little more we need from you, and you have options on how to send us your information.
Note: we are not accepting past-due, late filing personal-tax-only clients
Option 1
If you are ready with all your information and have the time, you can sign and fill out the detailed form directly online.
-- OR --
Option 2
If your household already has it filled out but you personally still need to sign an engagement letter.
-- AND --
As of July 2025, the CRA requires you to have access to
CRA MyAccount
in order to authorize any accounting representative.
Also, if you are in business and have a Business Number, the CRA authorization process requires you to be registered online with CRA My Business Account.
If you are a new client but already registered for CRA MyAccount and CRA MyBusiness Account (as applicable), please contact us to get the information needed to authorize us for your file.
Otherwise, you must first
Our minimum fee for non-subscriber, personal-tax-only filing is $300 per person.