When your records are ready and complete, we will meet virtually or in person to review and assess what might still be required or whether we can start preparing your year-end or tax filings.

In this phase we may reach out with additional questions or clarifications on the supplied information and communicate with you about progress and further timelines.

Regardless of the nature of work being performed, we will provide you with a draft for discussion and review. Once you have approved of the draft, we will move to the final phase.

At your discretion, we can meet again to review your final documents and collect any outstanding authorization signatures. Approved tax filings will be submitted to the government. Your completed documents will be securely published to the client portal and remain available to you for download for up to 5 years.