Our experience lets us understand any business, , in any industry. You’re never just a number to us — we genuinely enjoy learning how you operate because it makes our work precise.

1. We learn about your business

Whether through a call or email, we ask the right questions to understand your day-to-day operations — including anything unique, unusual, or important that happened during the year.

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2. We make sure we have all your documents

You’ll receive a secure link to upload your documents, or we’ll pick up your physical papers if you're nearby.
We organize everything and ensure nothing is missing. If we’re compiling your data from statements, we balance everything to the cent. If it doesn’t balance, we restart — accuracy comes first.

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3. We identify every deduction that applies

Once your expenses are compiled, we review everything to ensure nothing was missed. If we see opportunities for additional deductions, we contact you and confirm them with you.

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4. We prepare and file your return

Once all required signatures are in, we prepare your full return — including any statements or summaries included in your package. We explain anything you’re unsure about because educating our clients is part of our process.

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5. We support you year-round

Even after your return is filed, we’re here for you. Whether it's questions about classifying a purchase or responding to CRA letters, you’re never left on your own. We’re available all year.