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. 

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 an engagement.
  • Depending on the complexity of the work to be performed and an individual client’s situation, we may request a retainer.
  • All personal tax invoices require full payment prior to our efiling returns.
  • Please refer to the “Price List” tab above for more information on our estimated cost per engagement.
  • NOTE: We currently accept cash, cheque and Interac e-transfers.