Personal Tax Advisors completes all tax preparation remotely (phone-based, no in-person appointments). If you require a meeting via video chat or in-person, please inform us before booking your appointment.

Remote Tax Preparation allows you to have the same level of service as an in-person appointment, but with the convenience of not having to come to our location. You can speak with your preparer, ask questions, and review your tax outcome, from wherever you are.

What do I have to do?

First, you need to set up a time for your virtual meeting with a preparer. Then authorize us as your representative (our office will reach out with directions on how to do this), and send us any required documents and materials so that your preparer has everything they need to get started. Please submit any relevant materials at least 72 hours before your scheduled appointment.

  • Tax Documents: Refer to our checklist to confirm the materials we may need in order to complete your tax return and scan (or take legible pictures with your phone) them.
  • Deductions Workbook: If you are self-employed, we require you to complete our Workbook to report your income and expenses. Request a current version of the Workbook from our office, even if you have one from a previous year.
  • Book an appointment: If you haven’t already done so, get in touch with us so we can set up a time for your preparer to review your tax file and touch base with you. Expect a phone call within a few minutes of the scheduled start time where your preparer will obtain further information from you and/or provide you with an estimate of your tax outcome.

Obtain PDFs, scan or take legible phone pics of the documents indicated and send them (along with your completed Workbook if you are self-employed) to taxes@personaltaxadvisors.ca. Alternatively, you can send physical documents to our office location via courier or regular mail.

Note that we cannot begin your return until we have received your relevant documents and information from the checklist. All required documents and materials must be received by our office at least 72 hours before your scheduled appointment time.

What happens at my appointment?

Your tax preparer will begin working on your return before your scheduled time using the materials we have received. Expect a phone call within a few minutes of the scheduled appointment time, during which your preparer will obtain further information from you and/or provide you with an estimate of your tax outcome.

If you have any further questions, we’re happy to help. Please get in touch.

CANCELLATION/RESCHEDULING POLICY:

Tax appointments: Bonaventure Personal Tax Advisors reserves the right to charge a fee for tax preparation appointments that are cancelled or rescheduled with insufficient notice. During the off-season from July to February, cancellations must be made with at least 24 hours’ or one business day’s notice, whichever is longer. During tax season from March to June, cancellations must be made 72 hours or three full business days’ notice, whichever is longer. Our fee for late cancellations/reschedulings is $50 outside of tax season, or $150 during tax season.

Late or missing workbooks and materials: Our tax preparation begins before your appointment with your preparer. We therefore need to receive your materials, including your completed Deductions Workbook (if you are self-employed) at least 72 hours or three business days, whichever is longer, in advance. If we have not received your materials in advance, we reserve the right to cancel your appointment, and the late cancellation/rescheduling policy above will apply.

Repeat cancellations/reschedulings: If an appointment is cancelled or rescheduled twice during tax season – even with sufficient notice — we may restrict the client from rescheduling a third time during tax season and require them to book during the off-season instead.

Work that is already underway: To offset time and resources used in preliminary work, a preparation recovery fee of up to 90% will apply to canceled engagements after preparation has begun, reflecting how close the project is to completion. Should services be later resumed, in addition to the remainder of the original fee a re-engagement fee may apply to cover administrative and scheduling efforts.