Book and Appointment

You can choose from several options in booking an appointment with us. First tell us what type of appointment you need:

  1. We do not accept solicitation's in any form including requesting appointments.
  2. Please note that our office must have at least 21 days from the receipt of your year-end source material before booking a year-end review meeting. Please take this into consideration when booking your appointment.



Personal Income Tax Appointment

We offer several appointment options so that you can get your Personal Income Tax returns prepared.

We suggest that after you book your appointment with us, you Click here to view our Personal Income Tax Checklist page (New Window/Tab).

Tell us which type of appointment you would like:




Book Zoom Tax Appointment Online

Continue by selecting the type (Single or Couple) and add any additional time. You can select from any available appointment spot. Once you select this appointment, you will receive a confirmation which will include the unique Zoom link that you will select at the time of the meeting. Don't worry, even if you are new to Zoom, don't worry we will walk you through the straightforward process of using your smartphone, tablet or computer/notebook to connect to your appointment. Continue by:

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Google Meet Tax Appointment Online

To book a Google Meet appointment continue by booking online:

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Telephone Tax Appointment Online

You can also have your Personal Income Tax return prepared by telephone. Our walk-through appointment is very straightforward, making sure we cover all areas of your return to produce an optimal outcome.

When you book this appointment, we will ask you for the phone number that we are to call at the time of our tax phone appointment.

To book a Telephone appointment to have your Personal Taxes prepared, continue by booking online:

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Telephone Tax Appointment by Phone

You can also have your Personal Income Tax return prepared by telephone. Our walk-through appointment is very straightforward, making sure we cover all areas of your return to produce an optimal outcome.

Continue by:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically.

After you book your appointment with us, you Click here to view our Personal Income Tax Checklist page (New Window/Tab).




Book Mobile Office Tax Appointment by Phone

We offer very limited amount of on-site (Mobile Office) appointments.

Prior to booking this option, please consider either a Zoom, Google Meet or Phone Tax Appointment as all of these are available as soon as today or tomorrow. By selecting these options you leave on-site appointments for those who are not able to book those due to either technical, age or medical conditions.

Continue by:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically.

After you book your appointment with us, you Click here to view our Personal Income Tax Checklist page (New Window/Tab).




Book a Consultation/Other Meeting

Perhaps you have a some questions about your finances, taxes or business.

We offer Online, Telephone and limited On-Site (Mobile Office) appointments.

Continue by:




Book Zoom Appointment Online

Continue by selecting the length of the Zoom appointment.

You can select an appropriate date and time.

Once booked, you will receive a confirmation, calendar invite (if you use an electronic calendar) as well as the unique Zoom link you will select at the time of the scheduled meeting.

Don't worry, even if you are new to Zoom, don't worry we will walk you through the straightforward process of using your smartphone, tablet or computer/notebook to connect to your appointment.

After you book your appointment, you will forwarded to our submission page where you can send us information or content that will assist our meeting with you.

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Google Meet Appointment Online

Continue by selecting the length of the Google Meet appointment.

You can select an appropriate date and time.

Once booked, you will receive a confirmation, calendar invite (if you use an electronic calendar) as well as the unique Google Meet link you will select at the time of the scheduled meeting.

Don't worry, even if you are new to Google Meet, don't worry we will walk you through the straightforward process of using your smartphone, tablet or computer/notebook to connect to your appointment.

After you book your appointment, you will forwarded to our submission page where you can send us information or content that will assist our meeting with you.

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Telephone Appointment Online

Continue by selecting the length of the Phone appointment.

You can select an appropriate date and time.

We will ask you for the phone number that you want us to contact you at the date and time of your appointment.

Once booked, you will receive a confirmation and calendar invite (if you use an electronic calendar).

After you book your appointment, you will be forwarded to our submission page where you can send us information or content that will assist our meeting with you.

After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Telephone Appointment by Phone

You can book your Telephone Appointment with our accountant by calling:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically

After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.




Book Onsite (Mobile Office) Appointment by Phone

We offer very limited amount of on-site (Mobile Office) appointments.

Prior to booking this option, please consider either a Zoom, Google Meet or Phone Appointment as all of these are available as soon as today or tomorrow. By selecting these options you leave on-site appointments for those who are not able to book those due to either technical, age or medical conditions.

Continue by Calling:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically.

After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.




Year-End Review

We strongly suggest we meet with you for your Year-End Review appointment.

During this appointment, we will not only go through any tax outcomes from the current year filed but also do extensive proactive discussion and advice to help guide you in the upcoming year-end.




Book Zoom Year-End Review Online

Please Note:

  • Our office requires no less than 21 days from the date our office receives your year-end source information. This will allow sufficient time for the year-end to be prepared.

 

Continue by selecting the available Date and Time of the Zoom Year-End Review appointment.

Normally the length of a year-end review appointment is one hour in length. If you have additional items to discuss then please book additional time.

Once booked, you will receive a confirmation, calendar invite (if you use an electronic calendar) as well as the unique Zoom link you will select at the time of the scheduled Year-End Review meeting.

Don't worry, even if you are new to Zoom, don't worry we will walk you through the straightforward process of using your smartphone, tablet or computer/notebook to connect to your appointment.

After you book your appointment, you will be forwarded to our submission page where you can send us information or content that will assist our Year-End Review meeting with you.

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Google Meet Year-End Review Online

Please Note:

  • Our office requires no less than 21 days from the date our office receives your year-end source information. This will allow sufficient time for the year-end to be prepared.

Continue by selecting the available Date and Time of the Google Meet Year-End Review appointment.

Normally the length of a year-end review appointment is one hour in length. If you have additional items to discuss then please book additional time.

Once booked, you will receive a confirmation, calendar invite (if you use an electronic calendar), as well as the unique Google Meet, link you will select at the time of the scheduled Year-End Review meeting.

Don't worry, even if you are new to Google Meet, don't worry we will walk you through the straightforward process of using your smartphone, tablet or computer/notebook to connect to your appointment.

After you book your appointment, you will be forwarded to our submission page where you can send us information or content that will assist our Year-End Review meeting with you.

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Telephone Year-End Review Online

Please Note:

  • Our office requires no less than 21 days from the date our office receives your year-end source information. This will allow sufficient time for the year-end to be prepared.

Continue by selecting the available Date and Time of the Telephone Year-End Review appointment.

We will deliver to you (e-mail) a copy of the financial statements and year-end documents in advance of the scheduled meeting.

Normally the length of a year-end review appointment is one hour in length. If you have additional items to discuss then please book additional time.

You will be asked for the phone number that we will call at the time of the Year-End Review appointment.

Once booked, you will receive a confirmation and calendar invite (if you use an electronic calendar).

After you book your appointment, you will be forwarded to our submission page where you can send us information or content that will assist our Year-End Review meeting with you.

Continue by:

If you experience any technical issues or problems in booking your online appointment, either Click here to Text us at 604-813-3539 or Select the Web Chat icon (bottom right-hand corner) or Phone our office at either: 604-463-8202, 250-447-9255 or 1-800-667-9254 (Toll-Free 🇨🇦🇺🇸)




Book Telephone Year-End Review by Phone

Please Note:

  • Our office requires no less than 21 days from the date our office receives your year-end source information. This will allow sufficient time for the year-end to be prepared.

Continue by selecting the available Date and Time of the Telephone Year-End Review appointment.

We will deliver to you (e-mail) a copy of the financial statements and year-end documents in advance of the scheduled meeting.

Normally the length of a year-end review appointment is one hour in length. If you have additional items to discuss then please book additional time.

You will be asked for the phone number that we will call at the time of the Year-End Review appointment.

Once booked, you will receive a confirmation and calendar invite (if you use an electronic calendar).

After you book your appointment, you will be forwarded to our submission page where you can send us information or content that will assist our Year-End Review meeting with you.

Continue by Calling:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically.

After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.




Book On-Site (Mobile Office) Year-End Review by Phone

Please Note:

  • Our office requires no less than 21 days from the date our office receives your year-end source information. This will allow sufficient time for the year-end to be prepared.

Normally the length of a year-end review appointment is one hour in length. If you have additional items to discuss please let our office know how much additional time you require.

Once booked, you will receive a confirmation and calendar invite (if you use an electronic calendar).

Prior to booking this option, please consider either a Zoom, Google Meet or Phone Appointment as all of these are available as soon as today or tomorrow. By selecting these options you leave on-site appointments for those who are not able to book those due to either technical, age or medical conditions.

Continue by Calling:

☎️604-463-8202
Lower Mainland BC

☎️250-447-9255
BC Interior

☎️1-800-667-9254
Toll-Free 🇨🇦🇺🇸

You can click on any of the above numbers to dial automatically.

After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.