No, I am not taking on new clients at this time.

The initial meeting is free and the subsequent cost is based on the work required and the amount of time required to complete the work. The more complex your situation is, the more time is required.

I will start with a complimentary meeting to determine your needs. Please bring the previous year’s filed tax return and any notice of assessments to this meeting. I will then let you know of any particular documents needed from you, as the requirements vary based on the services that you require.

Personal tax returns are generally done within a two-week time frame depending on the complexity of the return. Corporate returns typically take four to six weeks.

Yes, I can work as your bookkeeper and work hand in hand with your current accountant to best serve your needs.

Yes, I will help you with your tax audits. A Canada Revenue Agency (CRA) audit can be a very frightening and stressful situation. Knowing the CRA wants to take a second, closer look at your tax return, whether it is the entire return or just a portion of it, such as expenses claimed for meals, entertainment or travel, can be a very nerve-racking experience.

Ongoing tax advice is provided free of charge. Please call or email me with any questions or queries that you may have.

As a general rule, you must keep all of your records and supporting documentation for a period of seven years. For the purchase of assets or investments, information relating to the purchase price must be retained for seven years after the date of disposition.