My free initial 1/2 hour consultation will enable you to have a detailed discussion about your business needs and will enable me to identify practices and procedures that appear to need improvement that I would be able to assist you with. The initial meeting would be a perfect time to see if my business style, personality and services would be a good fit for your business. To assist me with providing you with different options, it would be helpful for you to bring me your most recent set of financial statements and tax returns. If it is a new start up business, I would be pleased to offer you advice on how to go about doing setting the business up.
If personal taxes need to be prepared, I would want to see your prior 2 years tax returns so I can get a better understanding of the scope of work that needs to be done and what paperwork would be needed to complete the returns. I do an extensive interview as I need to ensure I have all of the necessary information to prepare your tax return as efficiently as possible. My goal is to find maximum deductions so I can save you some tax dollars.
Free initial 1/2 hour consultation:
to be deducted from first billing
Tax Preparation Services
We prepare personal income tax returns from simple returns to complex returns that have many schedules attached.
My experience includes but is not limited to
People with disabilities
Buying and selling of properties
Trust tax returns
Adjustments to prior years tax returns
Correspondence and discussions with CRA about current and past issues