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Empowering you with the right tools and insights to make confident financial decisions. Explore our library of up-to-date resources, guides, and templates to support your tax and accounting journey in the U.S. and Canada.
You will need income documents such as W-2s, 1099s, or T4 slips, along with expense records, identification, previous year’s tax return, and any applicable deductions or credits. We’ll guide you through a complete checklist once you become a client.
Yes! We provide accounting and tax services for both U.S. and Canadian residents and businesses. Whether you need CRA representation or IRS audit help, we’ve got you covered.
Absolutely! We offer business formation services including registration, EIN setup, business structure guidance, and ongoing financial advisory to help you start smart and stay compliant.
Yes, we provide both in-person and virtual consultations. You can schedule a consultation directly from our website at a time that works best for you.
Our pricing is transparent and based on the type and complexity of service required. You can use our Pricing Assistant page to get a quick estimate or request a custom quote based on your needs.
Yes, we specialize in tax relief services including help with unfiled returns, IRS liens or levies, audit representation, and setting up payment plans like Offers in Compromise.