SERVICES

Personal, Business and Corporate Tax Services

We offer many tax related services to our new and recurring clients, listed below is a brief summary to give you an idea of some of those services. If you are looking for something not listed, we may still be able to help you so feel free to still reach out to us. When contacting us or booking an appointment please briefly inform us what services you are looking for assistance with.

2018-06-30.jpg
 

We can help you with personal, business and corporate services that are not limited to this list

  • Consultations (over the phone, via video conference or in person)

  • Tax planning, preparation and filing

  • E-Filing services

  • HST Filing

  • Bookkeeping

  • Payroll

  • QuickBooks consulting, set up and training for our clients

  • Financial planning (in regards to your tax situation)

Fees and Consultations

 

We charge our fee based off of the complexity of the job, which through a consultation we will have a better idea of your situation and then can discuss an appropriate amount for the work. Whether it’s a tax return, bookkeeping or another one of our services, the complexity of the work involved can vary drastically from one client to another. Given the variety of situations and complexity of them we need to know more about your particular situation before committing to an  amount. To prevent any surprises for you or us please book a consultation where we can discuss this and both gain better understanding of your situation.

 At a consultation, which is typically about an hour, we will discuss your situation and address your tax concerns and questions. We will also discuss the process and what will be needed for the preparation of your return. Once we have all the information we need, our team will begin processing your return.

Let our professionals answer all your questions, and make this your smoothest tax year.

Meetings

We have learned from COVID lockdowns that scheduling in-office meetings during our extremely busy season is nowhere near as efficient as telephone meetings. Accordingly, we are holding meetings exclusively over the phone this tax season. Please book a time and send us your information at least five days ahead of your meeting to give us time to prepare.

Thank you for understanding and we look forward to hearing from you!