How do I become a client?
Fill out our intake form and book a 30-minute call. After that, if we're a good fit, you'll get a scoped quote and engagement letter. Once you sign and pay the deposit, we get to work.
How much do you cost?
- Most client files land between $3,500 and $10,000. Some are higher if the file is messy, time-sensitive, or needs planning support.
- We don’t quote from emails. We don’t do hourly billing. You’ll get a scoped, flat-fee quote after we’ve reviewed your intake info and discussed your file in a call. The quote will usually include some options, so you can choose how much support you want.
As a client, what should my expectations be?
- You’ll get accurate filings, strategic input where needed, and direct communication. We’ll tell you what matters, what doesn’t, and what to do next.
- We don’t flood you with jargon or bury you in paperwork. We’ll ask for what we need, when we need it.
- We don’t chase. We don’t project-manage your life. If you disappear mid-file, we stop work until you’re back on track.
- Most clients want the file done right, done once, and done without hassle. That’s what we deliver.
Who will be working with us?
You work directly with me, Cameron Ware. I’m your main point of contact and the person responsible for every detail of your file - no risk of being passed off to junior staff once your engagement letter is signed. My team does assist with some of the groundwork and administrative tasks, but I sure don’t delegate the technical or tricky parts of your file. The person you meet at the start is the person who will be with you every step of the way.
What sets you apart from the other CPA firms out there?
Well, here's four reasons:
- When you do the same specific file work over and over, you get really good at seeing the patterns and problems. We know what triggers reviews, what the CRA and IRS care about, and how to keep them out of your life.
- We’ve done this for a long time. Second-generation CPA. Hundreds of cross-border files, no fluff, no guesswork. Our filing record speaks for itself.
- You’re not being handed off to juniors or outsourced across time zones. We scope your file, handle the core work, and answer your questions. If something goes sideways, it’s still our problem, and not some associate’s learning experience.
- We don’t waste your time with buzzwords or MBA sales fluff. You’ll get answers, action, and the exact filings needed to get it done right the first time.
If we’re not the right fit, I’ll tell you fast and send you to someone who is. No hard sell. No ego. Just straight work.
Before working with you, should I make a bunch of changes and tidy up my finances or tax returns first?
No. Don’t make changes, file forms, or move money until we’ve reviewed your situation. That avoids triggering penalties or creating problems we’d need to fix later. Just bring what you have.
Can we get together and meet first? This is a big decision and I’d like to get a feel for how we’d work together.
Not usually. Start with the 30-minute introduction. If it makes sense to move forward, we’ll walk you through next steps. In-person meetings are reserved for ongoing clients or high-complexity files.
Any references you can send me?
No. We don’t provide references. Our clients value their privacy, and this isn’t the kind of work that lends itself to one-size-fits-all comparisons. If you’re unsure, feel free to talk to other firms. We’ll be here if and when you’re ready.