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Information Gathering

Our ability to prepare accurate tax returns depends on the completeness and accuracy of the information you provide to us. A mutually respectful and efficient information gathering process helps us to ensure a quicker turnaround and to avoid surprises at the invoice stage. Please carefully review the expected timing requirements for providing the required information to us – procrastination may cost you more.

The process starts with an information request (usually, a request to fill out an online questionnaire; in some cases, clients choose to drop off their tax package at our office). As part of the process, you will upload all tax documents and slips to our secure information exchange platform – Citrix ShareFile. We place high importance and priority on protecting our clients’ sensitive and confidential information and are using the best possible technology to accomplish that goal. You can read more about our security protocols here [Click Here]

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