Why Use It?
The portal lets you securely and quickly send us your documents, without the need of using a 3rd party cloud service or email.
How to Register? Interested in using the portal to send us your tax documents?
Send us a message or give us a call, all we need is an email address and we will get you set up in no time.
Now What? Once you are registered, all you have to do is login through our portal and you can start submitting your documents.
Let Us Help Make Your Life Easier
We help individuals with tax preparation, tax planning, tax and related government audit support, budgeting and estate planning. We stay up to date on tax laws so we can take the guesswork and stress out of tax season, preparing and electronically submitting your taxes on time, while maximizing refunds and deductions.
We offer everything from ongoing bookkeeping to payroll functions, financing assistance, budgeting, tax preparation and compliance to business advisory and succession planning. As public accountants licensed by the Province of Ontario we can audit, review and prepare your financial statements.
charities & not‑for‑profits
With our wealth of experience, we guide local organizations, condominium corporations, charities and not-for-profit organizations to run successfully. As public accountants licensed by the Province of Ontario we can audit, review and prepare your financial statements.
Trusts can be created by the death of a loved one, to facilitate succession planning or for other purposes. We provide on-going support for many types of trusts.
Book a consultation with Joel Lipchitz today. He will gather your questions, issues, and/or aspirations and resolve the matter on the spot or formulate a plan to move forward and start maximizing your wealth and health.