Let's Talk About Your Finances

Yeah, we do! First consultation's on us - usually about 30 minutes where we'll chat about your situation and see if we're a good fit. No pressure, no obligation. We're not into the hard sell thing.

We try to get back within one business day, usually faster. During tax season it might take a bit longer, but we'll always acknowledge we got your message. If it's urgent, just call us directly - that's what phones are for, right?

Absolutely! We're on the 4th floor - just buzz up and someone'll meet you. Though honestly, our secure client portal makes uploading stuff way easier (and you don't have to deal with downtown parking). But hey, if you wanna stop by, we won't complain.

For sure. We've got clients all over Canada and internationally - especially folks dealing with cross-border stuff. Most of our work happens over video calls and email anyway. As long as you're okay with virtual meetings, location's not really a problem.

We get it - sometimes tax panic hits at 9 PM. Send us an email whenever, and we'll get to it first thing. For actual emergencies (like CRA breathing down your neck), we can arrange after-hours calls. Just mention it's urgent when you reach out.

We take this stuff seriously. Everything's encrypted, our portal's bank-level secure, and we're bound by professional confidentiality rules. Your financial info stays between us and you - period. We won't even confirm you're a client without your permission.

Don't stress about it too much. Just gather any relevant financial docs - previous tax returns, incorporation papers if you've got a business, that kind of thing. But really, just come ready to talk about what's keeping you up at night financially. We'll figure out what we need from there.

Nope! If you're calling to ask about our services or book a consultation, there's no charge. Once we're working together, we'll be clear about our billing structure upfront. No surprises, no hidden fees - we hate that stuff as much as you do.

We can definitely try! Call us right away if you've got a deadline looming. Depending on the complexity and our current workload, we might be able to fast-track things. Worst case, we'll at least help you figure out your options and maybe file for an extension.

English's our main language, but we've got team members who speak Mandarin and Punjabi too. If you need service in another language, let us know and we'll see what we can arrange. Communication's important - we want you to feel comfortable.