Tax season doesn’t have to be stressful—CloudTax Pro offers expert-backed services that ensure accuracy, maximize your refund, and simplify the filing process. Whether you prefer to do it yourself with expert guidance or want a tax professional to handle everything for you, we’ve got you covered with our Review & File and Done-for-You services.

For those who prefer to prepare their own tax return but want an expert to review, identify tax-saving opportunities, and ensure accuracy, our Review & File service provides personalized guidance. Once you've entered all your tax details, a CloudTax expert will conduct a full review, offer insights, and help you optimize deductions before filing.

💡 Not sure what information you need for your appointment? Don’t worry—we’ll send you a detailed checklist once you book.

The Basic plan is ideal for simple tax situations, including employment income, pension income, and investment-related returns. It includes:

Click here to book a Basic Review & File.

The Premium plan builds upon the Basic plan by offering a longer consultation (45 minutes) and support for more complex tax situations, including rental income, foreign income, and crypto tax. In addition to everything in the Basic plan, it includes:

Click here to book a Premium Review & File.

For self-employed individuals, business owners, and those with complex financial situations, the Business plan provides the most comprehensive review with a 60-minute appointment. It includes everything from the Premium plan plus:

Click here to book a Business Review & File.

If you’d rather leave your tax filing to the experts, our Done-for-You service allows a tax professional to handle everything from start to finish. Just provide your documents, and we’ll take care of the rest—ensuring your return is accurate, optimized, and filed on time.

The Basic plan is perfect for those who want a stress-free tax filing experience without any extra work on their end. It includes:

For those with straightforward tax situations, our Basic Tax Filing service covers:

✔ Employment income, EI/CRB income, pension income & RRSP contributions
✔ Dependent and student credits
✔ Deductions for donations, medical expenses & employment expenses
✔ Investment sales (stocks, bonds, mutual funds, capital gains/losses)

✔ RRSP contributions
✔ Newcomer tax return filing

Click here to book a Basic Done-For-You appointment.

The Premium plan is for individuals with rental properties, claiming employment expenses, foreign income, partnership income, emigrant status, or more intricate tax situations. It includes everything in the Business plan, plus:

Click here to book a Premium Done-For-You appointment.

The Business plan includes all the benefits of the Basic plan but is designed specifically for self-employed individuals and those with business income. Additional features include:

💡 For business returns: Along with the checklist, we will provide you with a link to enter your income, expenses, mileage, etc., if required for your return.

Click here to book a Business Done-For-You appointment.

If you’re a non-resident filing a Canadian tax return, our Non-Resident Done-for-You service ensures your return is prepared accurately, helping you claim every eligible deduction while staying compliant with CRA regulations.

💡 Important: Non-resident tax returns cannot be submitted electronically due to CRA restrictions. We will provide you with a PDF copy for submission. If you prefer tracked mail submission, there will be an additional fee of $30 per return.

This service includes:

✔ 100% Accuracy & Maximum Refund Guarantee
✔ Expert tax consultation & compliance review
✔ Preparation of all necessary non-resident tax forms
✔ Guidance on claiming eligible deductions
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Click here to book a Non-Resident Done-For-You appointment.

We understand that schedules can change, and we want to accommodate your needs while respecting our team’s time.

Thank you for choosing CloudTax Pro. We appreciate your trust and look forward to making tax season stress-free for you!

Please Note: The call is only for the time scheduled. If you require further consultation, additional time will need to be booked and paid for separately.

Before booking your Review & File appointment, your tax return must be fully completed. If the tax expert spends most of the call entering your return details, Done-for-You charges will apply instead. This ensures the consultation remains focused on reviewing your return, optimizing deductions, and answering your tax questions.

For Done-for-You appointments, clients must be prepared with all their tax information before the call. This includes income documents, expense details, and any necessary supporting materials. Being prepared ensures a smooth and efficient filing process with minimal delays.

We do not tolerate harassment or bullying towards our tax experts. If any inappropriate behavior occurs, your call will be canceled immediately, and you will not receive a refund. We are committed to maintaining a respectful and professional environment for both our clients and experts.

For inquiries regarding T2 (corporate tax returns), T3 (trust returns), RSU income, or other complex tax matters, please email [email protected], and our team will be happy to assist.

🫶 Thank you so much for your support in respecting and uplifting our team. As a Canadian tax filing company, we take pride in helping our fellow Canadians navigate tax season with ease, and we always strive to provide the best service possible. 💙