What services do you offer, and how can you help my business?

We provide comprehensive accounting, bookkeeping, and income tax services for both Canadian and U.S. clients. This includes payroll management, handling HST remittances, and representing clients with the Canada Revenue Agency. Additionally, we assist with various government filings such as Disability Tax forms, CPP, and WSIB, among others.

Furthermore, we offer valuable support for your business through timely business planning and reviews of pertinent financial documents. Our goal is to ensure your financial matters are managed efficiently and effectively, allowing you to focus on the growth and success of your business.

What is your fee structure, and how do you bill your clients?

Our billing structure is flexible and tailored to each client's needs. Typically, we begin with a retainer agreement to commence work, and bookkeeping services are billed in quarterly installments. HST filings are billed according to each filing period. We strive to offer transparent and fair pricing while ensuring our clients receive the services they require without any surprises.

How do you ensure that my financial records are accurate and up-to-date?

Quality and accuracy are paramount in our work. We take pride in meticulously reviewing all tasks to ensure precision and reliability. Moreover, we remain updated on the latest rules and regulations set forth by the Canada Revenue Agency (CRA). As a member of both the Canadian Taxpayer Foundation and the Accounting and Tax Professionals Association, we continuously stay abreast of industry developments and best practices, ensuring our clients receive informed and reliable guidance.

What kind of communication and support can I expect from you as my accountant?

Client communication is a top priority for us, and we maintain open lines of communication regardless of the season. Our office is readily available at all times, ensuring that clients can reach us whenever they need assistance. We make it a point to promptly return all client calls, providing timely support and addressing any queries or concerns they may have. Our commitment to accessibility underscores our dedication to delivering exceptional service and support to our valued clients.

What types of tax returns do you specialize in?

Our firm specializes in handling both personal and corporate tax returns for clients in both Canada and the U.S. Whether you're an individual taxpayer or a business entity, we have the expertise and experience to assist you with your tax obligations on both sides of the border. Our comprehensive services ensure that our clients receive accurate and reliable assistance in navigating the complexities of cross-border taxation.

How long will it take to prepare and file my tax return?

The timeframe for completing your tax return depends on various factors such as the completeness of the documents you provide, the complexity of the work involved, and whether bookkeeping tasks are necessary. We strive to efficiently process your tax return while ensuring accuracy and compliance. Upon assessing your specific requirements, we'll provide you with an estimated timeline for completion. Our goal is to deliver timely and thorough service tailored to your individual needs.

What documents and information do you require to prepare my tax return?

You'll need to gather all tax slips issued by your employer, banks, investment institutions, and government agencies for tax reporting purposes. Additionally, if you own a business, you'll need to provide books and records related to your business activities, including financial statements preparation. For rental income, ensure you have receipts and records of both income and expenses. This comprehensive documentation ensures accurate and thorough tax preparation tailored to your specific financial circumstances.