Exceptional Tax & Financial Services

Your Partner in Tax and Accounting Solutions

Our process ensures accurate tax, accounting, payroll, and incorporation services for individuals and small businesses.

+35 YEARS of Experience

400+ Small Businesses Supported

1000+ Tax Returns Filed

How We Work

Our Process

01

Gather Information

Update client details and collect necessary information for accurate and efficient tax preparation.

02

Preparation

Review and prepare data for CRA compliance and optimize your return for the best results.

03

Final Review and Submission

Finalize your return, answer questions, and submit securely to the CRA.

Checklists

Please use the below checklists to help organize your tax information for personal, business, or rental income claims.

Income Tax Preparation

For Personal Taxes with slips such as T4,T5, T4E, T4A, RL-1 and tax credits such as tuition, medical expenses, donations, RRSP, daycare, etc.


Self-Employed Business

For self-employed individuals, sole proprietors and partnerships that would like to organize total annual income and categories of expenditures allowed.


Rental Income and Expenses

For individuals with rental income that would like to organize total rental income and expenditures allowed.


Corporate Taxes

For owners of small corporations that would like to organize business income and expenses needed for corporate tax returns.


Frequently Asked Questions

How do I book an appointment?

You can schedule an appointment by filling out our online appointment request form on the booking page or contacting us via phone.

What information do I need to provide for tax and accounting services?

Please refer to our check list located on the Our Process page.

How long does it take to prepare my taxes?

The time required depends on the complexity of your situation. Once we receive all necessary documents, we aim to prepare and submit your return efficiently while ensuring compliance and accuracy.

What areas do you serve?

While we are based in London, Ontario, we proudly serve individuals and small businesses across Canada.

Need further assistance?

Having trouble locating the information you’re seeking? Contact us here.