Whether you are a current client or not, you may upload any document, file or other information to our secure server using the link below. All information received will be held in strict confidence in accordance with the terms of our engagement letter and privacy policy.
Our system will notify us when you have uploaded your file(s), and we will contact you upon review or processing.
Please use Adobe pdf files whenever possible.
Clients Only - Secure Login
Login to Your Returns and Documents (If you would like access to your returns, correspondence and other materials in our files, please contact us for a user name and password to enable this feature). Upon request, we will provide you with access to documents, returns or other information we have prepared for you. Clients may use this feature to download files from our server, or to upload files or documents to us securely, for our review. If you are uploading files, our system will notify us when you have uploaded your file(s), and we will contact you upon review or processing. Unauthorized use prohibited. Log in attempts to this site are monitored.
Testimonials
Thx Mark and it’s great to be working with you and your team again this year. We really appreciate your knowledge and guidance as we navigate the Canadian and US tax system over the last couple years. You and your team are our go trusted accountants and we appreciate all that you do.
EH, St Petersburg, FL, 3/6/2026
I'm relieved that my taxes for this year are done. I appreciate you doing my returns very expeditiously.
FA, Stratford, ON, 3/6/2026
I do want to make sure to say I've had an extremely positive experience. International taxes are extremely complicated, especially given my unstructured investment portfolio, and I would not know where to begin. The help (especially with my mother's final taxes) has been greatly appreciated.
JJ, Orleans, ON, 3/6/2026
Thank you for being so clear! Again, thank you for your patience :)
AN, Buffalo, NY, 3/5/2026
Again, thank you so much for your diligence on all of this, really appreciated!!!!
MH, Montreal, QC, 2/28/2026
Thx Mark and it’s great to be working with you and your team again this year. We really appreciate your knowledge and guidance as we navigate the Canadian and US tax system over the last couple years. You and your team are our go trusted accountants and we appreciate all that you do.
EH, St Petersburg, FL, 3/6/2026
I'm relieved that my taxes for this year are done. I appreciate you doing my returns very expeditiously.
FA, Stratford, ON, 3/6/2026
I do want to make sure to say I've had an extremely positive experience. International taxes are extremely complicated, especially given my unstructured investment portfolio, and I would not know where to begin. The help (especially with my mother's final taxes) has been greatly appreciated.
JJ, Orleans, ON, 3/6/2026
Thank you for being so clear! Again, thank you for your patience :)
AN, Buffalo, NY, 3/5/2026
Again, thank you so much for your diligence on all of this, really appreciated!!!!
MH, Montreal, QC, 2/28/2026
Thx Mark and it’s great to be working with you and your team again this year. We really appreciate your knowledge and guidance as we navigate the Canadian and US tax system over the last couple years. You and your team are our go trusted accountants and we appreciate all that you do.
EH, St Petersburg, FL, 3/6/2026
I'm relieved that my taxes for this year are done. I appreciate you doing my returns very expeditiously.
