A+ Consultation Service

If you are looking to hire a professional accountant for your business please contact us directly at 289-288-1206 or e-mail us to arrange an initial meeting.

If you just have a tax or financial planning question …

If you simply have a question about a specific matter and would like some guidance and advice, I am pleased to offer an A+ Consultation Service.

This service works as follows:

1. You provide a deposit of $175CDN G/HST, depending on the nature of advice sought and represents approximately 40 minutes of professional time.

2. I will provide an initial review of your situation and deliver some general advice on your current status. This review will include an examination of any documents, tax returns, statements or other information you provide.

3. If you engage me for corporate year-end and tax services,  tax planning or other consulting work within the next 12 months, I will credit the full amount of your deposit to your account.

Book A Consultation

To purchase and arrange a consultation online, complete the form below. I will contact you on the next business day to arrange your payment details and book a consultation time and method (i.e., telephone, email or appointment) as well as have you provide additional documentation or notes.

Arrange an A+ Consultation
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A+ Consultation Service Terms & Conditions

By participating in the A+ Consultation Service, you agree to the following terms and conditions:

The A+ Consultation Service is designed to provide freely available information to potential clients of the firm. The payment amount is a deposit of $175.00CDN plus G/HST will be billed to your account. If you decide not to use my services within twelve months, you agree that this payment has been made for services rendered during the initial consultation. In many cases, I can identify situations for you, which may help you to save money on professional accounting and legal fees in the future.

I will not prepare any income tax returns or other forms during the A+ Consultation Service, since the consultation is geared to identifying your needs and requirements only, at a time before you have engaged me to provide services. I will gladly prepare income tax returns upon receipt of full information on a chargeable basis, when you have engaged me. I will provide you with a detailed quotation prior to commencing any chargeable work.

My advice rendered during the initial consultation will be based only on information you provide to me for review. I will not be responsible for an inappropriate use or out of context application of information obtained on my websites or through myself. Since finance is a complex topic with many different outcomes dependent on the information provided, you will obtain more useful advice by providing me with a complete written outline of your proposed tax situation.

My initial consultation is based on our providing you with 40 minutes of professional time.

You will get out of the A+ Consultation Service what you put into it, and you should be prepared to discuss issues of interest to you. This includes having tax returns, contracts or other material available to you, during our discussion. If the consultation is carried out by email or fax, please be very specific regarding the issues to be discussed. I will not refund your initial consultation fee for any reason, including dissatisfaction with the service obtained. Please assess your information needs realistically before engaging me.