Two professional business people working together. Partners mature man and woman discussing financial document report sitting at table in office. Team leader explain trainee working process. Vertical
Simple & Transparent

Our Process

A clear, step-by-step approach to filing your personal, business, and U.S. taxes with confidence.

From the first conversation to year-round support, we keep things simple, transparent, and compliant.

Step by Step

How We Work With You

Our proven four-step process ensures accuracy, compliance, and peace of mind.

1

Consultation

We start with a conversation to understand your situation: employment, business, investments, cross-border issues, and past returns.

We review your documents, answer basic questions, and explain what we'll need from you.

2

Review & Planning

Our accountants carefully review your slips, receipts, and prior filings.

We look for eligible deductions and credits (RRSP, medical, child care, tuition, business expenses, etc.).

We check for CRA compliance issues and flag anything that needs clarification.

3

Preparation & Filing

We prepare accurate tax returns using professional tax software and double-check the numbers.

When possible, we file electronically for faster processing and instant refund options (where eligible).

You review and approve before anything is submitted.

4

Year-Round Support

After filing, we're available to help if CRA sends letters, review notices, or audit requests.

We assist with adjustments, appeals, and planning for next year so there are no surprises.

No surprises, clear communication, and transparent pricing at every step.
Document Checklist

What You Should Bring

Here's what we typically need to prepare your return. Don't worry if you're missing something—we'll help you gather what's needed.

For Personal Returns

  • Employment Income: T4/T4A slips
  • Investment Income: T5, T3 slips
  • RRSP Contributions: Contribution receipts and statements
  • Rental Income: Income & expense details
  • Deductible Expenses: Tuition receipts, child care, medical receipts
  • Previous Year: Last year's tax return (if available)

For Business & Self-Employed

  • Financial Records: Income/expense summary or bookkeeping records
  • Banking: Bank & credit card statements
  • Vehicle Expenses: Vehicle logbook and business mileage
  • Receipts: Invoices, receipts for business expenses
  • Payroll: Payroll records (if applicable)

Not Sure What to Bring?

Contact any Sigma Tax office and we'll help you prepare a personalized checklist based on your specific situation. We're here to make this as easy as possible for you.

Tailored Service

How We Work With Different Clients

Whether you're an individual, self-employed, or a corporation, we customize our approach to fit your needs.

Individuals & Families

Simple, stress-free filing for employees, students, seniors, and families. We make tax season easy.

  • T4 & employment income
  • RRSP & investment credits
  • Family benefits & deductions

Self-Employed & Small Business

Guidance on expenses, GST/HST, and bookkeeping. We help maximize deductions and minimize tax.

  • Business expense tracking
  • GST/HST filing & remittance
  • Quarterly bookkeeping support

Corporations & U.S. Filers

Corporate, estate, and cross-border tax planning and compliance for complex situations.

  • T2 corporate tax returns
  • U.S. 1040/1040NR filings
  • Cross-border tax planning
Get Started Today

Ready to Start Your Return?

Share your documents with us and we'll guide you through every step of the process.