Contact Us

Having your accountant available when you need us allows you to make financial decisions! Select from the method of Contacting Us (in order of availability):

Website Chat
Text/SMS/MMS
Telephone
E-Mail
Fax
Upload Files
Courier
Mail
Drop-Off
Book Video or Phone Appoinment
We actively report spam, viruses, malware and all other cyber-crime to the Canadian Government Anti-Spam Department and the RCMP (Royal Canadian Mounted Police) Cyber-crime enforcement. All submissions include your device's IP address, location and other identification in accordance with our data reporting and retention policy.

Website Chat

We provide live chat¹ secured by bank-level encryption.

This secure live chat¹ is available from every page on our website.

Look for the Live Chat¹ icon in the bottom right of each page.

 

¹Unless you are a new client making initial contact with our firm or have received prior clarification, Live Chat sessions are subject to our standard billing fees. You are not authorized to send any marketing material in accordance with Canadian Anti-Spam laws. Please note that all Live Chat sessions are retained in accordance with our data retention policy. We also actively report spam, viruses, malware and all other cyber-crime to the Canadian Government Anti-Spam Department.

Text/SMS/MMS (Mobile Phone) Us

Our office excepts Text messages which are delivered directly to both the computer screens and devices¹. This is the preferred method as it allows for the quickest response time. Our office excepts:

  • Text. Please includes your name and describe the matter (Personal Tax, Business etc.)
  • Pictures and Images (do not reduce size or resolution of images)
  • Adobe Acrobat files.

While you need to send slips and specific documents, you can provide totals for items (Example: Donations and Medical Expenses).

Click to Text Us¹ at: 604-813-3539
¹Unless you are a new client making initial contact with our firm or have received prior clarification, telephone calls are subject to our standard billing fees. You are not authorized to send any marketing material in accordance with Canadian Anti-Spam laws. Please note that all Text/SMS/MMS messages are retained in accordance with our data retention policy. We also actively report spam, viruses, malware and all other cyber-crime to the Canadian Government Anti-Spam Department.

Telephone

Please contact our office by phone at:

☎️BC Lower Mainland 604.463.8202¹

☎️BC Southern Interior 250.447.9255¹

☎️Toll-Free (🇨🇦/🇺🇸): 1.800.667.9254¹

We accept phone calls for inquiries but request that you Click here to Book a 📆Scheduled Telephone Appointment for meetings lengthy telephone calls. This will ensure that you have your accountant's undivided attention to your matter.

¹Unless you are a new client making initial contact with our firm or have received prior clarification, telephone calls are subject to our standard billing fees. You are not authorized to send any marketing material in accordance with Canadian Anti-Spam laws. Please note that for transcription and retention purposes, all telephone calls are recorded and retained in accordance with our data retention policy. We also actively report spam, viruses, malware and all other cyber-crime to the Canadian Government Anti-Spam Department.

E-Mail our Firm

You can send our staff an e-mail (with attachments up to 2GB)

Click here to E-Mail Us¹

If your attachments exceed 2GB (or you experience any technical difficulties) please continue by submitting through our bank-level encryption platform:

Click here to Upload large files¹
  1. Opens in a new tab/window. We actively report spam, viruses, malware and all other cyber-crime to the Canadian Government Anti-Spam Department and the RCMP (Royal Canadian Mounted Police) Cyber-crime enforcement. All submissions include your device's IP address, location and other identification, as well as the contents of the electronic mail, which are retained in accordance with our data reporting and retention policy.

Book On-Line Video or Phone Appointment

You can book your On-line Video¹ or Telephone scheduled appointment² immediately by:

Click here to Book¹ Online²/Phone Appointment³
  1. Unless you received prior clarification from our office, appointments (both Online Video and Telephone are subject to our standard billing fees and terms).
  2. While our default online video platform is Zoom, we also support (Click on each for additional information), Skype, FaceTime, Google Meet, Amazon Chime and Facebook Video Messenger. If by chance you use an alternate video messenger platform that is not listed, Please Click here to notify us by 📧E-Mail, and our office will make every attempt to meet with you on that alternate platform, providing that platform meets the required security and encryption levels that our firm requires.
  3. All online video and telephone appointments are recorded and transcribed to assist our firm in your request. This data is retained in accordance with our data retention policy.

E-Mail our Firm

You can send our staff an e-mail (with attachments up to 2GB)

Click here to E-Mail Us¹

If your attachments exceed 2GB (or you experience any technical difficulties) please continue by submitting through our bank-level encryption platform:

Click here to Upload large files¹
  1. Opens in a new tab/window. We actively report spam, viruses, malware and all other cyber-crime to the Canadian Government Anti-Spam Department and the RCMP (Royal Canadian Mounted Police) Cyber-crime enforcement. You are not authorized to send us marketing or unsolicited e-mails. All submissions include your device's IP address, location and other identification in accordance with our data reporting and retention policy.

Fax our Firm

  1. Fax to our office as follows:

    • Include covering letter detailing:
      • First and Last Name
      • E-Mail Address
      • Mobile Phone Number
      • Reason for submitting info (for example Upcoming Appointment, Tax Prep, Year-End) and;
      • Provide totals for each type of invoice/receipt (note above)
Service Fee of $2 per page applies to incoming faxes.
Click here to Fax¹ Us: 1-888-315-5688
    1. Opens in a new tab/window. We actively report spam, viruses, malware and all other cyber-crime to the Canadian Government Anti-Spam department and the RCMP (Royal Canadian Mounted Police) Cyber-crime enforcement. You are not authorized to send us marketing or un-solicited facsimiles. All submissions include your device's IP address, location and other identification in accordance with our data reporting and retention policy.

Send Us Information

  1. You can send this information to our office as follows (in order of preference):

    First, organize your source information into two types:

      • For Tax Slips and Documents: 
        • Take a clear (well lit) default resolution photo of each slip/document (for example, T4 Slips, Letter, Document)
      • For Invoice or Receipts:
        • Add up a total of each type of invoice/receipt (for example, provide total medical expenses, total donations, total childcare for each child, total sports or arts for each child, the total for each type of expense).

    You can send information to our office as follows (in order or preference):

Click to Chat Online¹
Click to Text Us¹
Click here to E-Mail Us¹
Click here to Fax Us¹
Click here to Upload large files¹
  1. We actively report spam, viruses, malware and all other cyber-crime to both the Canadian Government Anti-Spam department as well as the RCMP (Royal Canadian Mounted Police) Cyber-crime enforcement. All submissions include both your device's IP address, location and other identification in accordance with our data reporting and retention policy.

Courier Information

  1. Courier to our Office as follows:

    • Please note that our firm does not accept COD or billing to our Courier Accounts by clients.
    • Include a cover letter detailing the following:
      • First and Last Name
      • E-Mail Address
      • Mobile Phone Number
      • Return delivery address and;
      • Reason for submitting info (for example, Upcoming Appointment, Tax Prep, Year-End). Also, could you provide totals for each type of invoice/receipt (see above)?
    • Include copies of all slips.
    • Includes totals if applicable.

    Courier to our offices (select the office closest to your location):

    • Lower Mainland: 11850 236th Street Maple Ridge, BC V4R 2E1 Phone: 604-463-8202
    • BC Southern Interior:1546 Burger Road Christina Lake, BC V0H 1E0 Phone: 250-447-9255

    Please note that information requiring data entry should be submitted to the Lower Mainland address.

    IMPORTANT: To prevent delay and additional costs, please remove all staples, paperclips or paper clamps from your material>

    Select from the following couriers (ensure at least $500 in insurance for Personal Documents and $1,000 for Corporate Documents):

You can also select our courier services.

You can also mail your information to our office, but please review the following steps:

Mail Information

Mail information to our Office as follows:

  • Include covering letter detailing:
    • First and Last Name
    • Company Name (if applicable)
    • E-Mail Address
    • Mobile Phone Number and
    • Reason for submitting info (for example, Upcoming Appointment, Tax Prep, Year-End) and;
    • Provide totals for each type of invoice/receipt.
  • Include copies of all slips and documents.

Mail to either of our offices:

  • Lower Mainland: 11850 236th Street Maple Ridge, BC V4R 2E1 Phone: 604-463-8202
  • BC Southern Interior:1546 Burger Road Christina Lake, BC V0H 1E0 Phone: 250-447-9255

Please note that information requiring data entry should be submitted to the Lower Mainland address.

IMPORTANT: To avoid delays and additional costs, please remove all staples, paperclips or paper clamps from your material as your material will be processed to ensure there are no potential viruses.

Select from the following Canada Post delivery methods. Your selected method must include both traceable delivery and insurance. (ensure at least $500 in insurance for Personal Documents and $1,000 for Corporate Documents):

>

Send Large Files

Our firm can receive up to 5GB of uploaded files from you, using our bank-level encrypted platform¹.

Note if you need instructions on how to either send us your accounting backup or add as an accountant to your cloud accounting, Please Click here (opens new window/tab).

To Continue with uploading information to our office by:


  1. We actively report spam, viruses, malware and all other cyber-crime to both the Canadian Government Anti-Spam Department and the RCMP (Royal Canadian Mounted Police) Cyber-crime enforcement. You are not authorized to send us marketing or unsolicited mail. All submissions include your device's IP address, location and other identification in accordance with our data reporting and retention policy.

Drop Off Information

We allow for contact less Drop-Off at our offices. Please be ensure to include a covering letter including the following:

  • First and Last Name
  • Company Name (if applicable)
  • E-Mail Address
  • Mobile Phone Number and;
  • Reason for submitting info (for example Upcoming Appointment, Tax Prep, Year-End) and;
  • Provide totals for each type of invoice/receipt.

Include copies of all slips and documents.

Select from either of our offices: