Welcome! Getting started takes 5 minutes

1. Fill out the short form below: your name, date of birth and how to reach you.

2. Watch your email for an invitation from Intuit Link, the secure portal where you'll enter personal information and upload your slips and documents.

3. I'll review everything and get in touch with any questions and a price before I start.

What to have ready: your T4, T4A, T5, T3 and other slips; last year's Notice of Assessment; RRSP, childcare, medical, donation and tuition totals.

Self-employed/small business: income and expense totals.

Rentals: rents received, expenses, and purchase or sale details for any property bought or sold.