File Your Taxes with Confidence and Complete Privacy

Many people feel stuck between two options: struggling through taxes alone and hoping not to make a mistake, or handing over their most sensitive documents to a stranger.

I offer a third way.

In this 1-on-1 Guided Filing Session, I take my accounting experience and walk you through your Canadian tax return in real-time. We do it together over a video call, and we don't finish until your return is submitted to the CRA.

About this Service

  1. Book & Get Ready: Secure your spot and receive your prep-guide PDF instantly.

  2. Gather Slips: Collect the tax documents and receipts outlined in your guide.

  3. Prep Software: Create your free Wealthsimple Tax account before we meet.

  4. Join the Call: Connect via video for a 1-on-1 guided walk-through of your return.

A wooden desk with various office items including newspapers, financial documents, a calculator, a smartphone displaying 8:15, a cup of coffee, a potted plant, pens, and papers with charts and text.

Why this is the safest way to file:

  • Total Privacy: You never have to email me your SIN, your address, or your bank info. You keep your documents on your desk and your sensitive data on your screen.

  • You’re in Control: You do the typing; I provide the instructions. You learn the "how" and "why" so you feel empowered for next year.

  • Expert Oversight: I’ll ensure you aren't missing common deductions or making errors that could lead to delays or audits.

Book your 1-on-1 tax filing call

Choose a date and time that works for you - times are shown in your local time zone.

This is perfect for you if:

  • You were employed and/or you were a student in 2025.

  • You are a newcomer filing taxes for the first time in Canada.

  • You are worried about privacy and don't want to share your SIN or personal files.

  • You want to learn the system so you can do it yourself next time.

Frequently Asked Questions

  • No. All you need to do is create a free account online with WealthSimple Tax before our call.

  • Only if you choose to show it. You are the one "driving" the software on your screen, you can simply tell me when you’ve entered your personal details and move to the next section. Your most sensitive data stays private.

  • For employees and students with the documents ready from my checklist, 60 minutes is always plenty of time.

  • To keep your data 100% secure and to help you learn the process, I only offer guided sessions. I don't take "drop-off" documents. This ensures you stay in control of your information and walk away knowing exactly how your taxes were handled.

  • Don't worry! You will receive a clear list of documents you need to have ready before the call to ensure you are not missing anything.

  • Currently, I specialize in helping students and employees (T4 earners). If you have a corporation, rental properties, or a business, your needs are outside the scope of this specific 1-on-1 guided session.