Planning
Step 1
Schedule a discovery call by booking below to discuss your business and personal tax situation. In this call, we'll gather information and offer a tailored quote for the services you require.
403-613-4507
trusted advisor for your business
Sole Proprietor
Let's embark on a growth journey together! It would be our honor to
serve as your trusted advisor, starting right where you are today and
supporting your business as it blossoms into the future.
Service plan
Step 2
Submit your previous year's filed tax return, and we'll supply the necessary documentation to initiate the client setup process for your service plan.
Preparation
Step 3
Once you've gathered all the necessary documents, we'll use that information to prepare your return. Our goal is to collaborate with you, ensuring nothing is overlooked. Before signing and filing, we'll go through the package with you to make sure you're completely satisfied with the included information.