What are my options to file my tax return?

In Person

• Please ensure you have your documents in an envelope with your names, address, individual phone numbers and e-mail addresses written on the envelope. (no plastic bags or packaging please). You will be required to put your documents in a bucket by the front door. We will not be meeting with you and will not be handling your documents for two days.
• Please ensure you bring in your foreign reporting questionnaire completed and signed
• If we require any further information, we will contact you by phone or e-mail.

Remote portal file sharing

To begin using the portal, please email admin@sternatcpa.ca to request an invitation.

After you have received the invitation:

• Make a profile and create your password
• Upload your documents (drag and drop or browse for the file)

Please don’t hesitate to call our office or send an email to admin@sternatcpa.ca if you need help or for more information on sending files online.

Finalizing your tax return

In person

We currently cannot facilitate in-person signing or payment. We apologize for any inconvenience this may cause.

Electronically

We are currently using DocuSign with client’s individual e-mail addresses to allow client’s to remotely sign authorization, allowing us to electronically file their tax returns. Payment for services will be accepted via e-transfer or by calling our office with credit card information.

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