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.