Taxes, Handled — Without the Headache
We started Evangeline Tax Advisory to take the stress out of tax season—especially for people with investments or self-employment income. Our process is built for clarity and convenience, with transparent pricing and a secure, fully online experience. You get expert preparation, clear communication, and peace of mind knowing your taxes are handled with care.
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Who We Help:
Individuals and Families
with Investment Income:
We simplify the tax process so you can stay focused on your financial goals—with clarity, accuracy, and peace of mind.
Self-Employed |
Sole Proprietors:
Skip the jargon. We provide straightforward, expert guidance so you can file with confidence and get back to running your business.
Individuals with Complex
Tax Situations:
Whether it’s multiple income streams, foreign investments, or real estate, we handle the details so your return is accurate, compliant, and stress-free.
Our Step-by-Step Process
Step 1: Discovery Form
Our process begins with a simple online discovery form which takes under two minutes to fill out.This helps us understand your unique tax situation and gather essential information to ensure we can provide the best service tailored to your needs.
Step 2: Clear Pricing and Engagement Letter
Based on your discovery form, we'll provide you with clear, upfront pricing and an engagement letter. This ensures transparency and sets clear expectations from the start. All documents are securely delivered through our client portal.
Step 3: Onboarding in Financial Cents
Upon signing the engagement letter, you'll be onboarded into our secure Financial Cents platform. This is where you'll manage your documents and communicate with our team, streamlining the entire process.
Step 4: Intake Form & Document Collection
We'll provide you with an intake form and a checklist of necessary documents. You can securely upload these documents through Financial Cents, ensuring all your information is handled with the utmost confidentiality.
Step 5: Behind-the-Scenes Prep
Our team of experienced CPAs will prepare, and our CPA’s will review ensuring accuracy. This behind-the-scenes work is where our expertise shines, simplifying the complex tax process for you.
Step 6: Video Walkthrough of Your Return
To ensure you understand every aspect of your return, we'll provide a personalized video walkthrough. This allows you to review your return at your own pace and ask any questions you may have.
Step 7: Review & Filing
After your review, we'll handle the secure electronic filing of your return with the CRA. You'll receive confirmation and any necessary documentation.
Step 8: Post-Filing Support
We're here to support you even after filing. Any questions you have will be answered virtually by a real person, ensuring you have the clarity you need.
What Makes Our Process Different
Our process is built around a human-first approach, prioritizing clear communication and personalized service so you always feel supported. Everything is handled virtually and asynchronously, allowing you to manage your taxes on your own schedule—no phone calls or in-person meetings required. We also take your privacy seriously, using secure platforms like Financial Cents and TaxCycle to ensure your information stays protected.
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Do I need to book a call
No, our process is entirely virtual, eliminating the need for scheduled calls. You can manage everything through our secure online platform.
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Will I know what’s happening during the process?
Yes, we provide regular updates and a personalized video walkthrough of your return to keep you informed.
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Is this a one-time service or ongoing support?
We specialize in one-time tax filing services. We do not offer ongoing advisory support.
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How long does it take?
The timeline varies depending on the complexity of your return, but we aim to complete the process efficiently and promptly in under two weeks.
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What if I need to make changes after my return is filed?
You get to review the final tax return before it is submitted and let us know if it needs any changes.
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Can I ask questions after filing?
Yes, we provide post-filing support to answer any questions you may have.
Let’s Work Together.
Tax filing doesn’t have to be stressful. ETA makes tax season simple, efficient, and accurate.