A quiet April is planned in June.

Yes — it's the most common way clients arrive. With your authorization we request your files and carry-forward balances directly from your previous accountant, take over CRA correspondence, and pick up the bookkeeping wherever it stopped. Any catch-up work is quoted as a one-time flat fee before we start.

Everything named in your written scope: the bookkeeping cadence, year-end statements and T2, the T1 returns listed, GST, PST and payroll filings, your planning sessions — plus unlimited quick questions by email. If something falls outside scope, you get a quote first, not an invoice after.

Your T2 return is due six months after your fiscal year-end — but any balance owing is due earlier: two months after year-end for most corporations, three months for many Canadian-controlled private corporations claiming the small business deduction. We diarize both dates and get you the numbers well before either.

A rough test: if the business reliably earns more than you need to live on, incorporation can defer significant tax at BC's small business rate. If you draw out every dollar, it mostly adds cost and paperwork. Liability and how you pay yourself matter too — we model both scenarios with your actual numbers before you decide.

Your choice. Most clients run entirely through our secure portal, e-signatures and video calls; plenty come to the Downtown Vancouver office once a year for the year-end review. The service — and the CPA — is identical either way.

Don't ignore it, and don't panic — most are routine pre-assessment or processing reviews with a 30-day response window. Send it to us the day it arrives. As your authorized representative we deal with the CRA directly, and you get a plain-English translation of what it actually says.