Personal Returns

Effective July 2020, we are only accepting and preparing income taxes virtually.

Returning clients, you may upload to your SmartVault from the client access page.

New clients, or new to uploading, please contact us for any questions you may have.


If you are not self-employed, contracting, or have approved employment-related expenses to claim, then this is the page for you.



Tax Checklist.  Please complete this form to ensure that you have not missed any slips or deductions and to ensure we have all of your current information on file.

  • Final Tax Checklist

Other forms you may need...


Contact us should you need the following forms...

  • Moving Expenses

  • Medical Expenses (more than 5 receipts to submit)