What can I expect at our first meeting?

Our initial consultation is always free. This includes a short sit-down appointment to discuss your needs as a personal tax or corporate client.

Where will my first meeting take place?

We believe that it is important to understand your business as much as possible, and we are always available to come to you. For personal tax clients, we are available to meet at our office or at your home – whichever is more convenient.

What do I need to bring with me for my first appointment?

For tax related appointments, please bring your previous year’s personal and/or corporate tax returns. If your appointment is related to bookkeeping, please bring an example of how you have been tracking your expenses and revenues. Please come with an idea of the number of transactions you process per month.

How long will it take to process my return?

For an uncomplicated personal tax return, our general turn around time is a few days.

What types of client’s do you work with?

We work with all types of personal tax situations and small- to medium-sized corporate clients. We also have a number of not-for-profit clients and manage a number of bookkeeping files of varying sizes.

How do you bill me?

Normally, we invoice at the end of a file, or when your tax return is filed. We charge our time based on the complexity of the work being performed. We currently accept cash, cheque and Interac e-transfers.