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Client Care

Support beyond the numbers.

Everything you need to work with us -
securely and conveniently.

Authorization &
Engagement 

To help us act on your behalf with CRA and provide the best service, we require your authorization and engagement. First step is to fill out the Client Intake form.

Why we need authorization

Allows us to communicate with the CRA on your behalf and access your tax information securely.

Secure and convenient

We make it easy to complete and return your authorization using our secure client portal.

Your information is safe

We follow strict privacy and security protocols to protect your personal and financial information. 

Access Client Portal

Contact our office to request access, we will send you a private link to our SharePoint portal.

Book an Appointment

Schedule a phone call, virtual call or in-office appointment. 

Forms & Checklists

Find tax checklists, worksheets, intake forms and other helpful documents.

Received a CRA Letter?

Don't know what CRA is asking for? Send us your notice and we'll help determine the next steps.

Secure Client Portal

Upload documents & exchange information securely through our client portal.

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Please note

These worksheets and checklists are provided to help organize your records.  Completing a worksheet does not necessarily mean an expense is deductible or eligible for a tax credit.  Final tax treatment will be determined based on your individual circumstances and applicable tax legislation.

Working With Rhonda

Here's what you need to know to make the process simple and stress-free.

Sending Documents

For your privacy, sensitive tax and financial documents should

be uploaded through

the Secure Client Portal rather than regular emails.

CRA Authorization

Need to give Rhonda authorization to communicate with

CRA on your behalf? Follow our step-by-step instructions to get started.

Appointments

Appointments can be scheduled through the online booking to meet with Rhonda.

Document Drop-Off
Pick- Up

If you have physical documents, please drop off or pick up. No appointment necessary,

What Do You Need Help With?

Quick links to our most popular resources.

Preparing for
Tax Season

I Moved 
This Tax Year

I Separated
or Divorced

Someone has 
Passed Away

I Have a 
Business

CRA Contacted
Me

Personal Tax

Checklist

Moving Expense

Checklist

Separation & 

Divorce Checklist

Business

Worksheets

Executor

Checklist

CRA Help 

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Not Sure Where to Start?

We're happy to help.

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