Frequently Asked Questions / Preparation for Visit

Many of our clients arrive at our door through referrals. The best place to start is to give us a call at 780-438-1174 and speak directly to one of our partners. We are friendly, and eager to help.

We specialize in small and medium sized businesses. We focus on providing quality service to every business and industry we are associated with.

A reasonable estimate would be fifteen minutes to a half hour.

There is a free consultation for potential corporate clients. GST and other tax consultation may result in a fee, which will be discussed and agreed upon before the consultation.

We will need to make copies of at least the prior year’s corporate and personal tax information, GST information and details from your corporate minute book. Please contact us for a PDF copy of our personal checklist.

If you have current financial information, such as sales forecasts, bring it with you to help with planning. For first year-ends of corporations, or if you have questions about whether you need to incorporate, bring your personal tax return for last year and your notice of assessment.

The fees will vary based upon the time it will take to complete the work on your file. We strive to educate and empower clients with their record keeping. We are price sensitive and focus on providing services in the most cost-effective manner possible.

We strive to complete engagements in a month, but there may be unforeseeable circumstances where the engagement could possibly take more time to be completed.

Yes, if it is necessary for a clients’ GST return to be prepared, we would be more than happy to prepare it upon request.

Your year-end package includes any due dates or important deadlines. Generally, corporate tax payable balances are due within three months after the year-end. There are specific occasions that require payment within two months , but this will be brought to your attention in your year-end package.

A standard professional courtesy letter is sent to the accountant from our office.

We accept cash, cheque, debit, VISA, MasterCard, wire transfer, or email money transfer upon completion of our services.

You will be meeting with one of our two partners. Each of our accountants has a strong understanding of the accounting and tax matters of your business. We are also a small business and can relate to the needs and requirements of our clients.

A retainer may be required in certain instances; this will be discussed before any billable work is completed.

Yes, we are accepting personal tax clients, provided we are a good fit and can exceed their expectations. Regardless of the complexity of your return, we have two Chartered Professional Accountants with a total of over twenty years of personal tax experience.

Many of our clients arrive at our door through referrals. The best place to start is to give us a call at 780-438-1174 and speak directly to one of our staff members. We are friendly and eager to help.

The fees will vary based upon the time it will take to complete the work on your return. We strive to educate and empower clients with their record keeping. We focus on providing services in the most cost-effective manner possible.

We accept cash, cheque, debit, VISA, MasterCard, wire transfer, or email money transfer upon completion of our services.

You will be meeting with one of our two CPA’s. Each of our tax advisors has a strong understanding of the personal tax matters that are important to you.

To ensure we have all your carry forward balances, please bring in your prior year tax return as well as the Notice of Assessment received from the Canada Revenue Agency. If you had any dispositions of capital property (real estate, stocks, bonds, etc.) please bring in any documentation so that we can ensure the correct figures are used in preparing your return.

Personal Inquiries phone number - 1-800-959-8281
This will allow you to modify or confirm personal balance and deal with other personal tax matters.

Corporate, GST, and Payroll inquiries – 1-800-959-5525
This will allow you to modify or confirm corporate tax, GST, and payroll balances. You can also add or update program accounts, or register a business.

Please forward the document to our office immediately so that an appeal can be made (must be filed within 90 days of the date of the Notice of re-assessment).