For your individual tax needs
Personal tax preparation
Get your tax information in order and discuss the preparation support that fits your circumstances.
PERSONAL & BUSINESS TAX SUPPORT
Tax season,
with a clearer plan.
Start with your situation, bring the right records together, and know what comes next.
Personal tax preparation, business tax support and document organization for individuals and businesses across Canada.
A MORE ORGANIZED START
YOUR TAX INFORMATION
From paperwork
to a clear next step.
- Understand your needs
- Bring your records together
- Agree what happens next
Personal attention, from the first conversation.
01 / WHAT WE CAN HELP WITH
Your situation.
The support it needs.
Tax needs vary. We begin by understanding yours, then explain the work and records involved.
For business owners & entrepreneurs
Business tax support
Bring your business records and tax questions together. We’ll discuss the work involved and the information needed.
For a more prepared starting point
Tax document organization
Make sense of the records you have and identify what is relevant to the work, with a clear next step for sharing it.
02 / BEFORE WE BEGIN
Bring your questions.
We’ll guide the details.
Here are a few useful starting points. We’ll confirm what applies to your situation and the work we agree on.
Keep sensitive records for your client portal or a document-upload link provided by Golden Leaf.
Income documents
Relevant income slips and supporting records you already have.
Previous tax records
Previous returns or related notices, if available and applicable.
Business records
Records relevant to your business, if you’re asking about business tax support.
Your questions
Anything you want to understand or discuss before the work begins.
03 / HOW WE WORK
Less uncertainty.
A clearer way forward.
- 01
Understand your tax needs.
Tell us about your circumstances, your questions and the type of support you’re looking for.
- 02
Agree the scope & records.
We explain the work involved and the information needed, then give you the appropriate sharing instructions.
- 03
Stay connected as we work.
Share requested documents privately and keep your questions and tax-case updates together in the portal.
04 / TAX SUPPORT, EXPLAINED
A few questions.
A clearer starting point.
Have something else in mind? We’ll talk through the support you need.
Ask Us a QuestionCan you help with personal and business tax needs?
Yes. We offer personal tax preparation, business tax support and tax document organization. The initial conversation helps us understand your circumstances and agree the appropriate scope.
Do I need every document before contacting you?
You can start with a conversation. Tell us what support you need and what records you already have. We’ll explain the information required for the work we agree to undertake.
How should I share my tax documents?
Use the client portal or the document-upload link provided by Golden Leaf. Please keep sensitive tax records out of the public contact form and wait for the sharing instructions relevant to your engagement.
What if my business records also need organizing?
We can discuss whether bookkeeping or accounting support would help alongside your tax needs. These are separate areas of work, and we’ll agree what is included before starting.