What types of clients do you serve?

We specialize in working with small and medium-sized businesses, individuals, and estates. Whether you're a sole proprietor, corporation, or need personal financial guidance, we’re here to help.

What areas do you serve?

We proudly serve clients in Spruce Grove, Barrhead, and surrounding areas. We also offer virtual consultations for clients outside these regions.

Do you offer free initial consultations?

Yes! We provide a complimentary initial consultation to discuss your accounting needs and how we can assist you.

Do you prepare personal income tax returns?

Yes! We handle personal tax preparation for individuals, families, and self-employed professionals, ensuring accurate filing and maximizing deductions.

What tax deductions or credits am I eligible for?

Tax deductions and credits vary based on your situation. Common ones include:

• Employment expenses (if applicable)
• Self-employed business expenses
• RRSP and TFSA contributions
• Medical and childcare expenses
• Home office expenses (if you work remotely)

We review your financials to ensure you claim every deduction available.

How do I get started?

Simply contact us via phone, email, or our website to book an initial consultation.

What documents do I need to provide for my tax return or business accounting?

Depending on your situation, you may need:

• Personal tax slips (T4s, T5s, RRSP contributions)
• Business income and expense records
• Bank and investment statements
• Payroll records (if applicable)
• Any correspondence from the CRA

We’ll provide a checklist based on your specific needs.

How much do your services cost?

Our fees vary depending on the service required. We offer transparent pricing and will provide a detailed quote after assessing your needs.

Can you help if I’m being audited by the CRA?

Yes! We provide CRA audit assistance, helping you respond to requests, organize financial records, and minimize potential tax liabilities.

What accounting services do you provide for businesses?

We offer comprehensive business accounting services, including:

• Bookkeeping – Transaction recording, reconciliations, and reporting.
• Payroll Services – Employee payroll processing, deductions, and remittances.
• GST/HST Filing – Ensuring accurate tax reporting and compliance.
• Corporate Tax Preparation – Filing and tax planning for businesses.
• Compilation Engagements – Preparing financial statements for business insights.
• Business Advisory – Helping businesses with budgeting, tax planning, and growth strategies.

How can you help my business save on taxes?

We take a proactive approach to tax planning, ensuring that you take advantage of all available deductions, credits, and tax strategies to minimize your tax burden legally.

I’m starting a new business. Can you help with structuring and registration?

Yes! We provide guidance on business structures (sole proprietorship, partnership, corporation) and assist with registration, tax setup, and financial planning to set your business up for success.

What services do you offer for estates and trusts?

We assist with:

• Estate tax returns (T3 filings)
• Trust accounting and reporting
• Estate planning to minimize tax burdens
• Guidance on executor responsibilities

Do you help with estate tax planning?

Yes! Proper estate planning can reduce tax liabilities for your beneficiaries. We work with you to develop a tax-efficient strategy for wealth transfer.