Frequently Asked Questions
Find answers to common questions about services, pricing, appointments, documents and working together.
General Questions
Where do you provide services?
Services are provided virtually to clients across the GTHA. Meetings are available by appointment using secure online communication and where appropriate, in person meeting space may be arranged.
Do I need to be located in the GTHA?
Services are offered primarily for individuals and small businesses located in the GTHA. Please contact me to disucss your specific situation before booking.
Do you accept walk-ins?
No. All services and meeings are by appointment and services are provided virtually.
How do I get started?
New clients begin with an initial consultation so we can discuss your needs, determine whether the service is a good fit and establish the next steps.
Personal Tax Preparation
What types of tax returns do you prepare?
I prepare personal income tax returns for individuals. Services are focused on personal tax preparation rather than corporate tax returns.
How is tax preparation priced?
Tax preparation fees depend on the number and type of forms involved, the complexity of the return and the amount of organization required for the documents provided.
What documents do I need to provide?
This depends on your individual circumstances. Common documents include tax slips, RRSP receipts, tuition information, medical receipts, chartiable donation receipts and your previous Notice of Assessment.
Do you prepare corporate tax returns?
No. Services are currently limited to personal income tax preparation.
Bookkeeping
Do I have to purchase a full bookkeeping package?
No. Bookkeeping services can be tailored to the areas where you need support. Depending on your needs, services may be provided hourly or through a recurring service arrangement.
Can I book bookkeeping support occasionally?
Yes. Hourly support can be used for one-time projects, catch-up bookkeeping, occasional assistance, or other bookkeeping needs that do not require a recurring arrangement.
Are meetings included with hourly bookkeeping?
No. For hourly clients, meetings and consultations are billed as part of the hourly service time.
Are meetings included with recurring bookkeeping packages?
Depending on the package selected, a set number of scheduled meetings may be included each month. Additional meetings are billed separately.
Administrative Support
What administrative tasks do you handle?
Administrative support may include tasks such as data entry, document formatting, digital file organization, and other virtual administrative work agreed upon in advance.
Can I hire you for a one-time project?
Yes. Administrative support is available for both one-time projects and ongoing support, depending on the nature and scope of the work.
Can administrative support be recurring?
Yes. Recurring arrangements can be discussed for clients who need regular administrative assistance.
Privacy & Security
How is my information handled?
Client information is handled confidentially and stored and transmitted using appropriate security measures. Specific privacy and information-security practices are outlined in the applicable client agreement and policies.
How long are client records retained?
Client records are retained according to the applicable record-retention requirements and the terms of the client agreement.
Still Have a Question?
If your question isn't answered here, contact me to discuss your specific situation.
Contact Me