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Carmela Doctor

"Taxplan has prepared my return for five years now.  Unlike other tax preparation firms, Taxplan takes the time to educate and inform me. With their advice and planning I have managed to cut my tax bill down substantially."
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Peter Tino "Taxplan showed me how to make my mortgage payments tax deductible. Now I use my tax refund to take a vacation every year. Thanks Taxplan!"
 
-> Getting Started

At Taxplan, we want to make preparing your tax return a pleasant and straightforward experience. However, we realize that everyone has specific needs and expectations. To this end, we offer you a choice when preparing your return. When preparing your return with Taxplan you can:

  1. Choose to meet with us face to face

  2. Have your return prepared by fax, telephone or e-mail

If you prefer to meet with a tax advisor in person, please call or e-mail us and we are happy to arrange a meeting time that is convenient for you.

If you prefer to have your return prepared by fax, telephone or e-mail please follow these easy steps:

  1. Complete our tax info organizer and submit it to us by fax or e-mail.  Please include a convenient time to contact you.

  2. A Taxplan advisor will contact you by telephone or e-mail to confirm your information and advise you as to the information we require to prepare your return.

  3. Documentation is then faxed to us and your tax return is prepared accordingly.

  4. Once the tax return is complete, a Taxplan advisor will contact you with the results.

  5. Finally, upon receipt of payment, your tax return is electronically filed and a copy is sent to you by e-mail or Canada Post for your records.

It is as simple as that. Professional tax preparation, online convenience.

Please note that an estimate of your tax return preparation fee can be obtained by calling Taxplan directly. Contact Us Now!



contact us
Physical Address
7611 Pine Valley Drive, Unit 10
Woodbridge, ON
L4L 0A2

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