Book a Consultation

Complete our CLIENT PLANNER and we will be in touch to discuss our next steps on how we can be part of your team. Once received, our team will review and respond to you within 2-3 business days. Should you have any questions about the Client Planner, or any other general question, please do not hesitate to contact our office at 604.492.0111 or email us at If you prefer to fill out a PDF version of our Client Planner, please click here.

We are predominantly focusing our efforts on small business corporations and their families. While we welcome anyone to complete our new client planner form, we are currently at capacity for personal taxes only if you are not otherwise associated with a small business corporation and/or our community partners. If you are a growing sole proprietor and considering incorporation in the near future, we would love to hear from you too.

Your Personal Contact Info


Your Partner's Contact Info

Previous Experience

Our professional standards require that we give courtesy and respect to our predecessor. This will also ensure a smooth transition for all parties.

You & Your Business

As a Professional Accountant, it is important that we understand you, your family and business.


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