T1 personal tax filing
Support for Canadian personal tax returns with a straightforward request, engagement-first flow, and structured intake after onboarding.
Tax and bookkeeping support
Tax filing and bookkeeping, with a cleaner client process.
PBT Solutions helps clients move from request to engagement to intake through a simpler, more professional workflow for T1 filing, T2 filing, and bookkeeping support.
Simple request flow
Start with one request form and only the information needed to begin.
Secure intake after engagement
Detailed intake and document collection follow through the right workflow.
Built for small business too
T2 filing and bookkeeping support for owner-managed Canadian corporations.
A clearer path from request to preparation
We start with the right service, then move into engagement, intake, and document collection in an organized way.
Services
Focused support for tax and bookkeeping work.
Clear service lines, concise language, and a structured start for each type of request.
T2 corporate tax filing
Corporate tax preparation support for incorporated businesses that need cleaner intake, document collection, and year-end coordination.
Bookkeeping support
Support for businesses that need cleaner records, better year-end readiness, and less friction when tax season arrives.
Process
How it works.
Step 1
Send a request
Choose the service you need and share the basic details required to begin.
Step 2
Complete engagement
We confirm the work, then move you into the right intake and document flow.
Step 3
Continue securely
Detailed intake and supporting records are handled through the appropriate secure workflow.
Why clients choose PBT
Professional, structured, and easier to work through.
The experience is designed to reduce friction at the start of an engagement while giving clients a clearer sense of what happens next.
01
Less back and forth
Clients start in the right workflow instead of answering generic follow-up questions later.
02
Better preparation
Engagement, intake, and document requests are aligned from the beginning.
03
Cleaner presentation
The public experience feels organized, modern, and easier to trust.
FAQ
Common questions.
A clearer picture of what the request form does and what happens after you submit it.
Do I complete the full tax questionnaire on this page?
No. This page is only for the initial request. The detailed intake is sent later through your secure intake link.
Can I request multiple tax years?
Yes. You can select up to five tax years in the request form.
Can I request both personal and corporate filing?
Yes. Select “Both” in the request form and the form will show the required sections for each.
PBT Solutions
Start with a short request.
We will follow up with the right engagement and intake path based on the service you need.