Information for Clients:

Is remote tax preparation new to you this year?  How do you feel about the tech?

I am happy to guide you or work with your preferences and comfort zone.  Just call. 

 

2020 Personal Income Tax Checklist: 

2020 T1 Checklist



Sending me tax slips and other sensitive information:  

A note about secure information exchange:

I use a secure portal and encrypted email to exchange documents securely. Please call or
email to request an encrypted email from me (to which you can reply) or setup on my
portal.

 

My customer portal can be accessed on the main menu above, or by clicking the link below:

Client Portal