How do I get a filing quote, and what does it include?
Email us and we’ll ask a few quick questions about your situation before providing a personalized filing quote. Our flat-fee pricing includes onboarding, document collection, a tax strategy consultation, and the preparation and filing of your returns.
Do you offer virtual appointments?
Yes. Our services are fully virtual, and everything—including signatures—is handled seamlessly via email, phone, and video zoom meetings.
How do I share my documents with you?
You can send documents by email, through a shared drive, or via our secure client portal. In-person meetings are available when needed.
What are your rates?
Our rates depend on the complexity and level of activity within each return. Every client receives a detailed quote before any work begins.
How long does a tax return take?
Turnaround time varies based on how organized your documents are, but we typically complete returns quickly once all information is received.
Do you handle CRA reviews?
Yes. At your request, we can manage all communications with the CRA, including reviews, audits, and related inquiries.
Do you offer consulting or coaching?
Yes. For tax strategy or advisory needs outside the standard filing engagement, we offer paid consulting sessions covering a wide range of tax topics.
