The Clearly Financials Personal Tax Process
1. Complete your personal tax intake form
The form updates your contact information and helps us to identify tax-planning opportunities for you.
Returning clients receive this form by email automatically
New clients will receive this form by email after an initial telephone conversation
2. Sign Your Tax Proposal
Our proposal confirms the scope of your personal taxes.
3. Complete Your Tax Checklist
We will email you a tax checklist with tips and reminders.
You can quickly and securely upload documents to your checklist.
The checklist is easy to use and is the best place to send us documents.
Attachments must be in PDF, Word, or Excel format.
If providing a spreadsheet, please keep it in Excel format.
4. Preparation of Your Tax Return(s)
Our team will prepare your personal tax return in 3 stages.
We enter the data that you provide to us.
Differences from the previous year are analyzed.
We review for areas that may require more information and may ask additional questions.
Our first review focuses on technical accuracy.
We inspect your tax return from top to bottom.
Changes to your tax situation are reviewed to maximize tax deductions and ensure compliance.
Our second review focuses on tax planning.
We take a step back to ensure that your tax return reflects our expectations for your tax situation.
We have another look for areas to maximize your tax efficiency.
5. Review and Sign
We will send you a copy of your tax return(s) to review and sign before submission to CRA.
6. Pre-Filing Review Meeting (Optional)
If you have questions about your tax situation or tax return, book a meeting to meet with one of our team members.
We will transmit your personal tax return to the Canada Revenue Agency.
8. Continuing Care
We are happy to assist you with any questions or concerns that you might have.
We will send you occasional follow-up emails to confirm that you received your Notice of Assessment (NOA) from the CRA and that the CRA has accepted your return.