Let's talk numbers.
Bookkeeping, personal or corporate tax, a CRA letter, or a business you are starting or closing. Tell us what you are dealing with and we will tell you what handling it involves. The first conversation is free and there is no obligation.
Book your free consultation
We’ll get back to you ASAP.
Come prepared, or don't
What to have ready, by situation.
None of this is required to get in touch. It just means the first conversation gets further.
Documents
- T4, T4A, T5 and any other income slips
- RRSP contribution receipts
- Medical, donation and tuition receipts
- Last year's Notice of Assessment
- Childcare receipts, if applicable
Good to mention
Any change this year: new job, marriage or separation, a move, a first home, rental income or investment sales. Each one changes what can be claimed.
Documents
- Record of income: invoices, platform statements, deposits
- Business expenses, receipts or a spreadsheet
- Vehicle log and home-office details, if you use either
- GST/HST number, if you have one
- Last year's return and Notice of Assessment
Good to mention
How far back the records go and whether anything has been filed already. Behind is normal. It only matters that we know.
Documents
- Articles of incorporation and the business number
- Fiscal year-end date
- Bank and credit card statements for the year
- Payroll and GST/HST filings to date
- Last year's T2 and financial statements, if any
Good to mention
Who the shareholders are, whether anyone is on payroll, and whether the books are in software or a shoebox. Both are fine.
Documents
- The letter itself, all pages
- The tax year and return it refers to
- Anything already sent to the CRA in reply
- The receipts or records the letter asks about
Good to mention
The deadline printed on the letter. Do not reply on your own first. We review what they are asking and prepare the response with you.
Working together
Three ways to work with us.
Meet in Toronto.
Bring the paperwork and go through it across a table. Best when there is a lot to untangle or you want to put a face to the name.
Anywhere in the GTA.
Send documents electronically, meet by phone or video, sign digitally. Most clients work this way most of the time.
Whatever the month needs.
Remote for the routine, in person for year-end or a CRA matter. You do not have to choose once.
What our clients say
Diligent, detail-oriented, and reliable
I have been working with Alex for the past two tax seasons and could not be happier. He not only helped me sort out my past tax issues, he has been diligent, detail-oriented, and reliable with every return since. He even went the extra mile by communicating with the CRA on my behalf.
Professional Accountant with Great Service
Alex has been handling personal and corporate taxes for me and I highly recommend him. He always responds promptly and answers all my tax related questions, and he looks for ways to save you money. He genuinely cares about his clients.
Trustworthy and Simplified
Alex first filed my taxes in 2019 and ever since he has been an important and integral part of my tax and accounting journey here in Canada. He takes the time to explain the most complex matters in a simplified manner.
Highly Recommended
Very meticulous, organized and neat in his work, which of course was reflected in the positive decision of the CRA examination I came to him with. Without a doubt I will recommend him to all my friends and relatives.
Q&A
Before you reach out.
Short answers to the things people usually want to know before they send the form.
No. We are based in Toronto and work with clients across the GTA in person or remotely. Documents can be sent electronically.
Yes. No charge and no obligation. Scope and pricing are agreed before any work starts.
That is common and it is fixable. Tell us how far back it goes and how many accounts are involved, and we will explain what catching up looks like.
Yes. A second opinion on a specific issue is a normal thing to want. Send the question and we will answer it plainly.
Yes. Personal, self-employed, small business and corporate clients across the GTA.
Alex reads it and gets back to you to set up the free consultation. Every message goes to the accountant who would handle your file.