During our initial meeting, we listen to understand client’s:
- business and structure
- current situation,
- issues & concerns
- business and personal goals
The client can also learn more about our services and how we can work together.
We customize our approach to meet each client’s specific situation and needs.
We then present options of working together with our clients & proposed fees.
Every business is different. Our packaged solution for clients represents the best value for what they need instead of providing generic services that may not suit their needs.
We commit to deliver exceptional client service to our clients and their business.
Our proactive financial and tax planning coupled with the compliance work will not only give our clients peace of mind but also enable them to:
- focus on their business,
- maximize value,
- enhance opportunities for future growth, and
- preserve wealth.
For Professionals earning income as Employees
A complete package that includes advisory services for your tax and financial needs and preparation of your tax return to maximize your available employment deductions.
For Professionals earning income as Sole Proprietors
A complete package for unincorporated professionals that includes financial and tax advisory services and preparation of your business tax return to help you make informed financial decisions and minimize your tax liability.
Incorporated Professionals & Small Businesses
A complete package for incorporated professionals / small businesses including corporate and personal tax returns, and tax and financial planning services that consider tax efficient strategies.
Up to 50 Transactions
1 or 2 Bank/Credit Card Accounts
Up to 100 Transactions
2 or 3 Bank/Credit Card Accounts
Up to 200 Transactions
4 or 5 Bank/Credit Card Accounts
All packages come standard with:
Together we can discuss and develop the best bundle for you.
Real expertise, strategic solutions, and quality service on timely basis.
Transparent, fixed and upfront price that matches your needs.
With multiple packages to choose from, we have a package that suits every business.
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