How It Works

At Aire Tax we do our best to accommodate each client’s preferences and needs. Taxes can often be stressful, and we want each person who walks in the door to feel looked after.

A new client tax portal has been launched for 2024 tax year!

Highlights of the new portal include:

Document upload and download functionality
E-signing
Questionnaires
Chat function directly with the firm.

Clients have the choice to come visit in person and provide documentation or register for the client portal and upload documents electronically. We provide checklists to help gather the information needed, set up CRA access to retrieve any missing information or balances carried forward and are available to answer any questions throughout the process.

Responsibilities of the Taxpayer (You)

To provide all documentation required on time.
Keep all receipts and documentation for at least 6 years.
If the income tax return is selected for review, it is the responsibility of the taxpayer to respond to that request or reach out to us for assistance.

Responsibilities of the tax preparer

To the best of our knowledge complete the tax returns and additional deliverables with the information provided.
Submit and e-file returns before the deadline, where possible.
If CRA select a client for review, we will provide any letter requests supporting the claim by the client.