Do I need to set up a meeting with someone from the tax team to file my taxes?

No - we do things a little differently here at SLP Wealth. No need to spend time setting up meetings. We take care of everything on our end.

We will first have you fill out a detailed questionnaire, then we will request all your documents, including your prior year return, to be digitally uploaded to your Canopy account,. If after we collect all your documents and your questionnaire we need to fill in some holes before filing, we will reach out for more information.