Halifax team with Sundeep Chopra, CPA. Meetings on Microsoft Teams or by phone. Choose a service to see live availability.
New Business Client Discovery Call
15-30 min to assess your needs and confirm if we’re a good fit.
- Understand your business and current setup
- Identify what you need help with (tax, bookkeeping, HST, payroll)
- Review next steps, timeline, and estimated fees
Business Review / Client Check-In
For questions, planning, and ongoing support for your business/account
- Review results and priorities
- Tax planning and cash-flow guidance
- Resolve issues and confirm next steps
Personal Tax Return (T1)
For you and your family (personal tax filing)
- Employment and investment income
- Self-employed / sole proprietor income
- Rental, foreign income, CRA letters/reviews
