Partner with Evangeline Tax Advisory: Seamless Personal Tax Support for Your Clients

Personal tax solutions designed to make filing simple and stress-free for individuals and sole proprietors—through dedicated preparation, clear pricing, and a client-first process. We specialize in working with individuals who are clients of wealth managers or have some form of investment portfolio. Our virtual team of experienced tax preparers and CPAs ensure that your returns are filed accurately and on-time.

Let us do the heavy lifting. You make the final call.

At Evangeline Tax Advisory, we partner with Canadian wealth managers to provide expert personal tax preparation for your clients—without adding to your team’s workload. We handle the work behind the scenes, while you stay in control of the final review and sign-off.

How It Works:

We know your clients rely on you for more than just investment advice. When tax season hits, they turn to you for help—but you shouldn’t have to become their accountant. That’s where we come in.

We handle the tax prep:

Our experienced team completes the majority of the personal tax work quickly and accurately in Financial Cents and Tax Cycle.

You review and approve:

We handle all the prep—once it’s ready, you review the return, make any final adjustments, and file it with CRA.

We keep clients informed:

 We use clear, branded communication and simple processes to ensure your clients stay informed—but not overwhelmed.

A Streamlined Experience for You and Your Clients

We onboard you directly into our systems so you’re set up with:

  • A streamlined tax workflow in Financial Cents, and Tax Cycle

  • ETA branded communication through our internal team of experts

  • Clear roles and responsibilities for every step

  • Secure access to client files and progress

Why Partner with ETA?

  • Save Time: We do the bulk of the work so you can focus on your core services.

  • Stay in Control: You always review the final return before anything goes out.

  • Client Confidence: Your clients get a professional tax experience that matches your standard of service.

  • Trusted Process: We’ve built tax workflows that are efficient, transparent, and secure.

Let's Make Tax Season
Easier, Together.

Want to explore a partnership? We’ll walk you through the setup, introduce our workflow, and help you deliver seamless tax support for your clients—year after year.