What is expert advice?
Wealthsimple Tax offers live advice from a tax expert. This includes a 30-minute one-on-one session with a Tax professional to discuss any questions you have related to your return or your tax filing situation. Experts can give advice on how to get started, which forms and deductions apply to your unique tax situation, and how to optimize your deductions to maximize your refund.
Your Tax expert will also be available via email to answer any follow-up questions you may have.
How to purchase expert advice
You can book time with a Wealthsimple Tax Expert directly in your Tax account. It's available to all clients with the Pro Plan.
To purchase expert advice, follow these steps:
- Log in to your Tax account at https://my.wealthsimple.com/app/dashboard
- Click File with confidence on the left-hand side of your screen
- Select Expert Advice
- Follow the prompts to finalize your purchase and book time with a Tax expert
You'll receive an email confirmation and a calendar booking. We recommend adding the session to your calendar so it’s easy to remember. 24 hours before your appointment, you’ll be emailed a reminder.
Joining your session
At the time of your session, we recommend joining the video conference from a desktop computer, with access to your Tax return. This will allow you to share your screen with your Tax expert and will ensure you get the most out of your time together.
Cancelling or rebooking your session
Expert advice bookings can be cancelled or rebooked up to 24 hours prior to your scheduled session. To make a change, please click the Change / Cancel Appointment button in your original confirmation email.
We apologize, but sessions cannot be cancelled or changed within 24 hours of your scheduled expert session.