Remote Tax Services – Frequently Asked Questions

Is remote tax preparation secure?

Yes. Client information is handled using secure, encrypted systems designed specifically for sensitive financial and tax data. Confidentiality and data protection are treated with the same rigor as in-person engagements.

Who is remote tax service best suited for?

Remote service works especially well for:

• U.S. expats living in Canada

• Dual citizens

• Clients with cross-border or U.S. filing requirements

• Individuals with PFICs, trusts, or complex investments

• Clients located outside our immediate geographic area

Complexity, not location, determines how services are delivered.

Do I ever need to meet in person?

In most cases, no. Nearly all tax engagements can be completed remotely from start to finish. If an in-person meeting is preferred or required, this can be discussed on a case-by-case basis.

How are documents shared and reviewed?

Clients upload documents securely and receive clear guidance on what is needed. We review all information carefully and follow up with questions or clarification requests as required. This process is often more efficient than traditional in-office appointments.

How do we communicate during the engagement?

Communication is handled through email and virtual meetings when helpful. Clients receive timely updates and have the opportunity to ask questions throughout the process, ensuring clarity and confidence at every step.

Does working remotely affect accuracy or service quality?

No. In fact, remote workflows often improve accuracy by allowing more thorough review, better documentation, and clearer communication. Each return is prepared with the same attention to detail, regardless of location.

Can you work with clients outside Canada?

Yes. Cathy Lalonde Tax works with clients across Canada and internationally, particularly U.S. expats and individuals with U.S. filing obligations. Location is not a barrier to receiving professional tax support.

Remote service allows us to focus on what matters most

accuracy, compliance, and thoughtful guidance for complex tax situations.