To Our Valued Clients
Unfortunately, it’s that time of the year again to start thinking about preparing and filing your 2022 Personal Income Tax Returns! We understand this process is taxing so rest assured our team is here to help you!
As such please find attached and take note of the following:
Client letter – Explains our 2022 T1 Personal Tax Return Program.
Engagement letter – Our standard terms of engagement for your review, completion, signature and return to us.
Personal Tax Return Checklist – Complete the checklist to assist you in preparing the relevant information for us to prepare your tax returns.
The attached excel templates will assist you with reporting the following on your personal tax return (Self-Employed income, Rental income, Business use of home office, Business use of personal vehicle).
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 for assistance. Please kindly send us an email after you have uploaded all of your tax documents in the client portal so we can get started on your tax returns.
*You can also upload your tax information to us via the mobile app “Citrix Files” which can be downloaded in Apple Store<https://apps.apple.com/us/app/citrix-files/id434391375> or Google Play<https://play.google.com/store/apps/details?id=com.citrix.sharefile&hl=en&gl=US&pli=1>. Search “Citrix Files” to download the mobile app.
*Citrix Files mobile app login instructions
*Click “Add an Account”. Our firm’s subdomain is “petersco-cpa”.
*Email – enter the email you registered for the client portal.
*Password – enter your password.
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, Mobile number and Email) and deliver in our “Drop-off Box” in front of our office entrance door (Suite 22). 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 internet connection. If you wish to discuss your tax returns then we can schedule a Zoom video or telephone meeting.
Signatures can be easily obtained electronically via email e-sign.
Tax Filings are mostly done via online EFILE. 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 (https://www.zoom.us) whenever possible.
If you wish to meet in person, then please kindly reach out to a member of our team.
Also please note the following:
If you have any questions or concerns, please don’t hesitate to contact our office at 403-220-1968 or email at Info@petersco.ca.
We look forward in maximizing your refund and/or minimizing your tax liability!
The Team at Petersco CPA