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We selectively accept new clients where the scope, timing and complexity fit our team. Our primary focus is incorporated owner-managed businesses, corporate year-ends, tax planning, compilation engagements and assurance work. Start with the inquiry form so we can review the fit before scheduling a call.

Our best fit is an owner-managed corporation or professional corporation that wants reliable annual filings, useful financial statements and tax planning that looks beyond one deadline at a time. We also work with established not-for-profits and funded organizations that need audit, review or reporting support.

A referral is helpful but not required unless the website specifically states that intake is temporarily restricted. We will still review the business, work required, deadlines and record quality before confirming whether we can assist.

Yes. We serve clients throughout Ontario and can complete most accounting and tax work remotely using secure document and meeting tools. Some engagements may require in-person work or additional coordination.

We do not use open-ended free consultations for tax or accounting advice. Straightforward fit questions are handled through the inquiry form. Meetings that involve professional advice are generally billed at $450–$650 per hour, with the applicable rate confirmed before booking.

We can usually provide a range after reviewing the prior financial statements and tax return, year-end date, bookkeeping status and services required. A reliable quote is difficult when records are incomplete or several filings are outstanding.

Yes. Once the engagement is accepted, we will explain what records and professional clearance are required and coordinate the transition. You should ensure outstanding invoices and access to prior records are dealt with promptly so the handoff does not delay filing.

Sometimes, depending on capacity and the condition of the records. Urgent work may require a separate scope, expedited fee and immediate access to complete information. Submitting an inquiry does not guarantee that we can meet a deadline.

We treat inquiry information as confidential, but the public form is not the place for highly sensitive records. Do not submit SINs, CRA passwords, banking credentials or full tax packages through the general form. We will provide secure upload instructions if we proceed.

No. A client relationship begins only after we complete our acceptance process and both parties sign an engagement letter. Information on the website or in an initial response is general and is not a substitute for advice based on your facts.

We assist with selected CRA matters, including document requests, audit support and dispute strategy. Deadlines matter, so submit the notice, tax type, years and response date. Do not wait for a general consultation if a formal deadline is approaching.

No. We provide professional analysis, preparation and representation based on the facts, law, standards and evidence available. Outcomes depend on the client’s circumstances and, where applicable, decisions made by CRA, lenders, funders or other third parties.