Income Tax (Canada)

  • What comes after Christmas and New Year’s? Tax time of course.
  • You start worrying and fretting about filing your annual tax return.
  • It does not have to be that way.
  • Leave the hard work to us.
  • You simply give us your tax documents and we take care of the rest.
  • We made the entire process easy.
    1. Go to Forms and check what documents are needed to file your U.S. Federal (and State) tax return by downloading the form called Documents Needed to File the Annual Canada Income Tax Return and Related Forms for 2023
    2. Gather the forms and documents needed and send them to us by using any of the following: email, Messenger, WhatsApp (press the blue bubble on the lower left corner of any page), or by means of our Chat feature (press the green bubble on the lower left corner of any page).
    3. We will communicate with you by email, Messenger, WhatsApp, or by means of our Chat feature if we need more information.
    4. At the end of the tax preparation process, we will e-file your tax return if possible and you will receive your refund by Direct Deposit (strongly recommended – please refer to the instructions below) or in the mail via a check. You can pay any tax amount due the same way.
    5. You can settle our fee directly online.

  2. INSTRUCTIONS ON HOW TO OPEN A VIRTUAL CANADIAN DOLLAR BANK ACCOUNT FOR DIRECT DEPOSIT

    If you do not already have a Canadian bank account, please read on.

    To avoid mail delays/losses when a paper check is mailed, we suggest that you download an app called Wise and open a Canadian Dollar (CAN$) bank account by transferring CAN$20 (or equivalent) from any Debit or Credit Card to open the account. You will need to upload an ID document and a selfie holding the ID document in front of you. It is like having a bank account in Canada.

    The Wise account setup process takes about 20 minutes. After you are approved, you will need to send us your Wise CAD$ account details so that we can instruct the Canada Revenue Agency to send any refund due directly to your Wise account. Any money owed to the Canada Revenue Agency can be debited from there as well.

    You should receive your money within a few weeks from when your tax return is electronically filed. You can then transfer the funds to any bank or debit/credit card in any country immediately. If you receive a paper check, you will have to wait days or weeks for the check to clear before you can use your money, besides paying a hefty commission to the check cashing bank/agency.

    Please click here for more information on the Wise app. Let us know if you need any help. We will be glad to assist you.

    Please visit our News and Blog pages for the latest tax and pension updates.