HOW IT WORKS
1
Contact Us
To get started, contact us and tell us about your tax situation and what services you're looking for.
We will respond back in 1-2 business days to set up a complimentary consultation with you to review your tax situation, discuss next steps and provide timelines.
2
Engage Us
If you decide to engage us after the consultation, we will send you a service agreement to sign. This agreement lays out our fees for the scope of work.
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We will also collect information and documents from you to get started on preparing your tax returns or filings. ​​Your tax returns and filings will always be sent to you to review, approve and sign-off before we file them with the tax authorities. Throughout the process, we will keep in touch to provide status updates.​​
3
Connect with Us
After your tax return has been filed, you may receive letters from the CRA or IRS should they decide to audit you. We welcome you to connect with us on any letters you receive, which we can help resolve.
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Additionally, we happily welcome any referrals, for which you will recieve a 25% discount on next year's tax return and your referee will also receive a discount as well.​​