What services do you offer?

We provide full-service tax preparation, personal and corporate tax planning, financial statements, bookkeeping, budgeting and forecasting, GST/PST filings, payroll, and advisory for small businesses, farms, and oil & gas companies. We also help with CRA letters, reviews, and audits.

Do you offer virtual appointments?

Yes. We meet clients through video, phone, or email—whatever works best for you. Many clients prefer completely remote service.

How do I get started?

Simply contact us through the form on our website. We’ll schedule a short call to understand your needs and recommend a service package or custom quote.

How do your fees work?

We provide upfront pricing before any work begins. Most clients choose a fixed-fee package, and we also offer flexible, custom pricing depending on the complexity of your return or business needs.

What information do I need to provide for tax preparation?

We will send you a personalized checklist based on your situation. Common documents include T4s, T5s, RRSP slips, investment statements, rental income details, self-employment expenses, and prior-year returns.

Do you work with clients outside Alberta?

Yes. We serve clients across Canada. All work can be done fully online.

Can you help if I’ve fallen behind on my taxes?

Absolutely. We regularly help clients catch up on late filings, back taxes, and CRA notices. The sooner you reach out, the easier the process becomes.

 Do you work with new businesses or startups?

Yes. We help startups with incorporations, GST registration, payroll setup, bookkeeping systems, and corporate tax planning so you’re structured correctly from day one.

Do you specialize in any industries?

Yes. We have extensive experience in oil & gas, agriculture, farms, independent contractors, and professional services. We tailor our advice to the unique rules and tax opportunities in each area.

Will you work directly with the CRA on my behalf?

Yes. We can communicate with the CRA, submit documents on your behalf, respond to review letters, and handle most interactions so you don’t have to.

Do you offer year-round support or only during tax season?

We offer year-round support for tax planning, bookkeeping, payroll, GST returns, and general financial questions whenever you need help.

Can you help me minimize my taxes?

Yes. We focus heavily on proactive tax planning to ensure you’re taking advantage of all credits, deductions, and income-splitting opportunities available.

How long does it take to complete a tax return?

Once we receive all your documents, most returns are completed within 3–7 business days. More complex returns may take slightly longer, but we’ll give you a clear timeline upfront.

Are my documents secure?

Yes. We use encrypted, secure portals for file sharing and communication to keep your information protected.

Do you help incorporated businesses with year-end financial statements?

Yes. We prepare Notice to Reader (Compilation) financial statements, corporate tax returns (T2), and year-end adjustments. We also help you interpret your results so you understand your numbers—not just receive them.

Can you help with budgeting and forecasting?

Yes. Many of our clients rely on us to create budgets, cash flow forecasts, and long-term financial plans for their business or personal finances.

How do I pay my invoice?

We accept e-transfer, credit card, and online payments. Instructions are included with each invoice.

Do you provide help with estate planning or trusts?

Yes. We can help with tax planning for estates, inheritances, and trusts, and coordinate with lawyers when needed.