To Our Valued Clients
Unfortunately, it’s that time of the year again to start thinking about preparing and filing your 2020 Personal Income Tax Returns! We understand this process is taxing so rest assured our firm is here to help you!
As such please find attached and take note of the following:
Client letter – explains our 2020 T1 Personal Tax Return Program.
Engagement letter – our standard terms of engagement for your review, completion, signature and return back to us.
Personal tax checklist – complete the checklist to assist you in preparing the relevant information for us to prepare your tax returns.
If you are reporting self-employed income and/or rental income, please contact us and we’ll provide additional templates to assist you in assembling your information.
If you will be submitting your tax documents electronically (recommended) then please upload them to your Secure Online Client Portal with our firm. Please click here to log in to your client portal and submit your information online. If you’re having issues accessing your client portal then please kindly contact a member of our team.
Paper documents can still be dropped off at our office (although not recommended). Please kindly insert your documents in an envelope, write your name and contact information (eg, telephone number and email) and slide the information underneath our door (Suite 22). Someone will contact you to confirm receipt of information in 1-2 business days. If you do not have an envelope, then please take an envelope(s) beside our office entrance door (Suite 22).
Returning documents to you. We will be providing your tax returns and other deliverables to you via the Secure Online Client Portal. Thus your documents will be available to you 24/7 anywhere in the world with an internet connection. If you wish to discuss our work then we can schedule a Zoom video or telephone meeting.
Tax filings are mostly done via online EFILE so no change is expected. For any tax returns that need to be paper-filed, we will ensure they are posted to the tax offices on-time.
Meetings with Petersco CPA team members will be moved to Zoom Video Conferencing and/or telephone whenever possible.
If you wish to meet in person then please kindly reach out to a member of our team.