Understand Your Situation
We'll ask about your filing type, income sources, and any challenges you're facing. No judgment, just clarity.
Book a Call
Schedule a calm, focused
consultation.
We'll review your situation, answer your questions, and outline the cleanest path forward. No pressure, just clarity.
30 min
Typical duration
Free
No obligation
Canada-wide
Virtual or phone
What to Expect
A focused, practical conversation.
We use the call to understand your goals, confirm deadlines, and explain the cleanest filing path.
Outline the Scope
We'll discuss what services you need, estimated timelines, and provide transparent pricing before any commitment.
Define Next Steps
You'll leave with a clear checklist, document requirements, and a defined path forward. No guesswork.
Schedule
Choose a time
that works for you.
Use the scheduler to pick a convenient time, or share your availability by email. We'll confirm within one business day.
Have these handy
To get the most from our call:
- Summary of income sources and business activity
- Current bookkeeping status or software (if any)
- Key deadlines you're working toward
- Questions or specific concerns you'd like to address
Prefer Email?
Reach out directly.
If scheduling doesn't work for you, send us an email with your availability. We'll coordinate a time that fits your schedule.
Quick Response
We respond within one business day
Secure Communication
Your information is kept confidential
No Obligation
Initial consultations are always free
Canada-Wide
Serving clients in all provinces
Book a calm, clear next step.
We will review your situation and outline the cleanest path forward.
What happens next
A clear scope and timeline
- A short intake to understand your situation
- A tailored checklist for the right documents
- A concise summary of next steps