Services & Specialties
Tax Advisory for Canadian and US income taxes
Review of accounting, preparing financial statement
Representing before CRA and IRS
Any other services in tax, accounting and financial matters
An engagement letter or retainer agreement is drafted for your approval, once we come to an understanding of the nature of the services to be provided.
Typical services include:
Preparing tax returns
Writing letters to tax authorities for voluntary disclosure programs or any other tax matters as per your requirements. Follow up with the authorities to resolve the matters. Represent you in all tax matters including voluntary disclosures, penalties, adverse proceedings and tax audits. Will collaborate with a competent lawyer if needed to take care of your interests in case of legal proceedings in a courts, while minimizing your costs.
Review of your bookkeeping and preparing financial statements.
If required, helping you with the bookkeeping if you or your bookkeeper need help in completing the bookkeeping. We can provide bookkeeping services at a cost of $50 per hour.
Fees vary depending on the complexity of the matter and the estimated time to complete the tasks, and will be discussed and agreed to and paid in full before we begin the work. Just to help you pay in a few instalments, we can agree to a schedule to complete various tasks so that you can pay for each task or group of tasks at different times. To minimize costs, try to finish tasks such as bookkeeping at your end. Web-based bookkeeping programs are available which are relatively inexpensive. For very simple bookkeeping with very few transactions, excel sheets can be used.
We typically complete the work in 2 to 4 weeks except where we need to correspond with tax authorities for prolonged time.
You may pay our fees by check or by debit/credit card.
You have our address, fax and email details.
No matter where you are in the US or Canada, you can correspond with us as frequently as required and send in the documents electronically most of the time. You can use fax, email or Google Drive for sending or sharing documents or information. Of course, mail and courier services can be used if required.
Well, we have documented on this page some work requirements from your end for completing your tax matters but as you can see these are the steps which are required typically by any tax service provider providing similar kind of services.
Whether we file your returns electronically or by mail, we take your approval and signature on the returns before sending them to the tax authorities.
Contact us for Tax Advisory and Representation before the CRA and the IRS for all tax matters including voluntary disclosures, penalties and tax audits.