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, there is a little more we need from you, and you have options on how to send us your information.

If you are ready and have the time, you can sign and fill out the detailed form directly online.

-- OR --

If you already have it filled out but still need to sign the engagement letter

If you want to do it the old-fashioned way by printing it off and physically signing it - contact our office to get a copy.

-- AND --

Don't forget the government authorization forms below.

CRA Personal Consent Form

Also, if you are in business and have a Business Number, the CRA has changed the authorization process as you are now required to be registered online with CRA My Business Account.

If you are already registered for CRA My Business Account, please sign the

CRA Business Consent Form

Otherwise, you must first

For more information on our current prices for personal filings