TAX FILLING PROCESS
We Have Solutions for All Your Tax Related Issues!
STEP ONE - Initiating Contact
Start your tax journey with us by reaching out to express your interest in having us handle your taxes. To commence the process, you can reach us directly by phone at 825-747-5063, or alternatively, complete the form provided or send an email to taxes@optimaltaxservices.ca. If you choose to complete the form or send an email, we will promptly get in touch with you to inquire further and subsequently furnish you with a list of necessary documents and information to be provided via email.
STEP TWO - Tax Return Preparation
Following your initial contact and the submission of your information, we embark on the core task: preparing your tax return. Our team of tax experts diligently examine your data, leveraging their expertise to optimize your benefits and minimize liabilities. We navigate the intricacies of tax laws and regulations on your behalf, alleviating you from this burden.
STEP THREE- Review and Payment
Upon completion of your tax return, you will receive a comprehensive client letter detailing your benefits and the final calculation of your tax return or any amount owing. Following your review, you will authorize us for EFILE (T183) to finalize the process. To complete your transaction securely, please proceed with making an e-transfer payment. Your approval and payment signify the green lights we require to move forward.
STEP FOUR- EFILE and Documentation
In the final step, we proceed to EFILE your tax return and ensure prompt delivery of your copy.
We take the stress off you
Our tax preparation process at Optimal Tax Services is designed to be simple, efficient, and tailored to your needs. From initiating contact and submitting your information to meticulous tax return preparation, review, and payment facilitation, we ensure a seamless experience. With our team of experts guiding you every step of the way, you can trust us to handle the complexities of tax preparation while maximizing your benefits and minimizing liabilities. Your satisfaction and financial well-being are our top priorities, and we are committed to providing you with peace of mind throughout the process
