REVIEW, FINALIZE & APPROVE
Once tax returns are ready for review, we send a secure copy via email. We will request a detailed review of all name(s), address(s), identification number(s) and reported tax return information before approval to efile. If changes are requested, an updated email with final returns will be emailed for final approval.
If you have questions or comments regarding your returns, you can email those directly by replying to the email containing your tax return. We ALWAYS want you to understand your tax returns and feel 110% comfortable about the information being filed. Therefore, a 30 minute detailed review of your taxes via remote meeting or at my Ontario, Ca location will be provided if necessary.