Before we get started.
A few practical answers about working with CoPilot Tax.
A few things you
might be wondering.
Ask us something else Do I need to be in Ontario to work with you?
No. We work online with individuals and businesses across Canada. Our office is in Oakville, Ontario, and our cloud accounting approach lets us work together wherever you are.
Can you help me switch accountants?
Yes. We guide you through the transition, introduce you to your team and tools, and work through any catch-up bookkeeping needed to get started.
What does it cost?
Your proposal depends on the services you need and the details of your business. Start with a conversation so we can understand your situation and put together a scope and fee for you to review.
Do you work with incorporated businesses?
Yes. We work with business owners, professionals and real estate businesses, including corporations. If you are considering incorporation, we can help you understand the tax considerations for your situation.
What happens after I get in touch?
We review what you share. If our services fit your needs, we arrange a discovery call. From there, we prepare a proposal and walk you through onboarding if you decide to work with us.
What should I include in my first message?
Tell us a little about your business, the help you need and any upcoming deadlines. Please leave out your social insurance number, banking details, tax documents and other sensitive financial information.
Let’s make the numbers
work for your next chapter.
Tell us where you are and where you’d like to go.