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The Process

Our process for getting you the refund is based on the service that we provide you. We aspire to be your accounting and tax partners and build a long lasting relationship with you. We aim to satisfy all our clients.

For individual Taxpayers

Our specialized and skilled tax professionals undertake the difficult task to review and reclaim your overpaid taxes and file any unfiled taxes so no matter what your tax need is, we are here for you. With our commitment to transparency, we have listed the process that we follow to generate refunds for you:
  • Once we receive your request to look at your taxes, before we begin, we answer any questions/concerns that you might have. You can use the above button “APPLY HERE” to apply for our services. You will need to provide the information requested and sign the documents that will be generated electronically. The sign up process takes 2 to 4 minutes.
  • We receive your signatures on the documents. We will start the process and you should receive an email from us stating that we have started your review. You can also indicate which service (Tax Reclaim or Tax Filing) you are looking for. You do not need to send any tax documents or the copies of your tax returns that you have already filed. We can get them directly from CRA.
  • For Our Tax Reclaim services, we will contact you regarding the outcome or inform you of any opportunity for a refund that we have found. If you wish to proceed we will file the amendment. Please note that CRA’s normal processing time can vary depending upon the opportunity found.

For filing Tax Returns, we will prepare the tax returns and inform you of the payment options available. If you wish to proceed we will continue to the next step

  • For Tax Reclaim, our fee will be due once the refund is issued. We will contact you as soon as CRA has an update for you.  If CRA approves the refund, we will send you an invoice for our services which will be 30% of the refund value.
  • In case of tax returns, the payment will depend on the option you choose. You will get the refund directly from CRA in both cases.

For corporations

  • After your initial contact, we will send you 2 forms. You will need to sign the forms and email them back to us.
  • Once we receive the completed forms, we will get authorization on your business account with CRA and begin the process. At this stage we will quote you the fee for our services.
  • We will prepare the tax return and will send you all the information.
  • We are ready to file the tax return and our fee will be due before we submit your return.