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Contact

Start with a conversation about where the books stand.

Describe the situation and you will hear what the work involves, what it would cost, and how quickly it can begin. Or a referral elsewhere, if it is not work for this practice.

Send an enquiry

Please do not include account numbers, SIN or other sensitive details. Those are handled once an engagement letter is in place.

01What happens next
  1. Step 1

    Discovery

    A thirty-minute call about the business, the state of the records and anything overdue.

    Week 1
  2. Step 2

    Onboarding

    Read-only access to the books, a written engagement letter, and a filing calendar for the year ahead.

    Weeks 2 to 3
  3. Step 3

    Ongoing work

    The close runs on the agreed dates. Returns go in early. Questions are answered by whoever prepared the numbers, usually the same day.

    Monthly
  4. Step 4

    Annual review

    The year so far, the tax position, and what changes for the next twelve months.

    Each autumn
02Common questions

Asked before the first call.

Short answers to the questions most people have before they get in touch. Anything else, ask.

How quickly will I hear back?
Within one business day, by email or phone, whichever you asked for. The first conversation is a thirty-minute call about the business and the state of the records.
Who actually does the work?
The person who scopes the engagement does the work. Nothing is passed to a junior you have not met, and there is no account manager between you and the ledger.
Do you take clients outside the Greater Toronto Area?
Yes. Most work is done remotely, and the practice has filed in Ontario, British Columbia, Saskatchewan and Manitoba. Meetings are by video unless you are nearby.
Do you prepare personal tax returns for people who do not own a business?
Yes. Employees, retirees, landlords, the self-employed and newcomers to Canada. The personal tax checklist under Resources lists what to gather.
What does it cost?
Fees are fixed in a written engagement letter before any work starts. Ongoing work is a monthly fee, projects are quoted as a whole, and personal returns are priced per return. A quote follows a short look at the books, because guessing helps nobody.
What do you need from me to get started?
Read-only access to the accounting system and bank feeds, last year's returns and statements, and authorisation to deal with the CRA on your behalf. Onboarding is a checklist and usually takes two to three weeks.
What happens with my previous accountant's files?
With your authorisation we request the prior-year returns, working papers and any open items from them directly. Professional courtesy usually makes this straightforward, and you do not need to be in the middle of it.
Our books are years behind. Can you fix that?
Yes. Catch-up work is scoped as a project with a fixed end date, then handed into a monthly routine. Where prior returns were filed incorrectly, they are amended.
Do you perform audits or review engagements?
No. Those require a licensed public accountant. The practice prepares the year-end file your auditor or reviewer works from, and can issue compiled financial statements.
How do I send you documents securely?
Not through the contact form. Once an engagement letter is in place we agree a secure channel for slips, statements and anything with an account number or social insurance number on it.