Fifteen minutes, no obligation.
Tell me what's going on and I'll tell you what you need, including if that turns out to be nothing. You'll speak to me, not an assistant.
Pick a time
Choose a day and a time that suits you. Times are shown in your own timezone, and a confirmation lands in your inbox straight away.
Rather write it down?
If a call is not convenient, describe your situation in an email and you will get a considered reply, often more useful than a rushed phone conversation. Nothing you send is shared with anyone.
Before you book
What happens on the call?
You describe your situation and I tell you what is involved, roughly what it will cost, and what documents you would need. Fifteen minutes is usually enough to know whether we are a fit. There is no pitch and no obligation.
What if my situation is complicated?
That is generally the more useful call to have. Multiple income sources, years of unfiled returns, crypto, a corporation that has gone quiet, these are the situations where a short conversation saves the most time and money.
Do I need to prepare anything beforehand?
No. Come as you are. If it is useful, having last year's Notice of Assessment nearby helps, but it is not required for a first conversation.
Do we have to meet in person?
No. The practice is fully remote across the GTA, documents are shared securely, the review happens by phone or video, and signing is electronic. Most clients never need to travel.