How we can help.

A letter from the CRA can raise questions about what to send and when to respond. We can help review the correspondence within the agreed scope and identify the supporting information needed. Tell us the subject of the letter and any stated response deadline when you contact us. Assistance is quoted based on the issue, records and work involved; an outcome cannot be guaranteed.

Records to have ready

• The complete CRA letter, including all pages and its stated deadline
• The tax year, return or account referenced in the correspondence
• Relevant notices of assessment and earlier correspondence
• Supporting records requested for the issue under review

This is a starting point. We confirm the documents needed for your specific situation before preparation begins.

A clear process from the start

Start with a complimentary 15-minute phone call. We discuss your situation, confirm the documents needed and explain the scope and fee.

Once the scope and fee are agreed, provide the requested records through the Client Portal. We confirm the work, your next steps and any authorization needed before responding.

What should I include in my first message?

Give a brief description of the issue, the tax year and the response deadline. Do not email your SIN, CRA password or sensitive documents in the initial enquiry. Our team will explain how to provide the letter and records for review.

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