Professional Accounting Services in Canada

We offer a comprehensive range of accounting services including personal tax preparation, business accounting, financial statement preparation, tax planning, and financial advisory services. Each service is tailored to meet the specific needs of our clients.

During our initial consultation, we'll discuss your financial situation, goals, and needs. Based on this information, we'll recommend the most appropriate services. We take a personalized approach to ensure our recommendations align with your specific circumstances.

For personal tax preparation, you'll need to provide income statements (T4s, T5s), receipts for deductible expenses, investment information, and previous tax returns. For business accounting, you'll need financial statements, expense records, and business-related documents. We'll provide a detailed checklist based on your specific situation.

We take data security very seriously. We use encrypted systems for data storage and transmission, implement strict access controls, regularly update our security protocols, and follow industry best practices for data protection. All client information is treated with the utmost confidentiality.

This depends on your specific needs. For personal tax clients, we typically meet annually for tax preparation. For business clients, quarterly meetings are common to review financial statements and plan tax strategies. Financial advisory clients may meet semi-annually to review and adjust financial plans. We're flexible and can adjust meeting frequency based on your preferences.