Personal Client Package

What you need for your tax filings:


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.

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 --

Don't forget the government authorization!

CRA Personal Consent Form

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 My Business Account, please contact us to get the information needed to authorize us for your business.

Otherwise, you must first


There is a 2025 update on our current prices for personal tax filings that will be posted soon