FAQ

Our consultants begin with a detailed review of your financial records and obligations, then tailor a plan leveraging applicable deductions and credits under Canadian regulations. Each recommendation aligns with your short- and long-term objectives while ensuring full regulatory adherence.

We identify eligible professional expenses, charitable contributions, and allowable medical spending. Our team ensures each claim is supported by documentation and aligns with CRA guidelines to maximize eligible refunds.

Yes. We coordinate with regional experts across provinces to address residency rules, withholding policies, and other cross-border considerations affecting Canadian and international obligations.

Our fees are structured based on the complexity and scope of work. We provide a clear fee estimate after initial consultation, with no hidden charges, ensuring you understand each cost component before engagement.

For most businesses, a comprehensive review can be completed within four to six weeks. Timelines may vary depending on the volume of documentation and regulatory inquiries.

Absolutely. We adhere to strict professional standards and use secure channels to safeguard your documents and communications. Access is restricted to authorized personnel only.

Begin by scheduling an initial consultation via our online form or by calling our Toronto office. During the session, we outline next steps, required documents, and potential milestones.