Personal Tax Meetings (Existing clients)
Our senior accountants would be happy to meet with you online using Zoom or by phone. Prior to your scheduled meeting, please arrange to have your tax records delivered to us.
Please click a link below to schedule a meeting:
Meet with Jason Trefanenko, CPA, CGA 
Meet with Heather MacLean, CPA, CGA
Meet with Jade Tien, CPA, CGA
Meet with Peter Baetsen, CPA, CGA
If you are unsure who you would be best suited to meet with, please call our office at 604-524-8688.
Please provide us your tax records once you have received all of your expected tax slips. Documents can be submitted to us the following ways:
- Client Portal
- Secure document transfer - contact us by phone or email to request a secure upload link
- Drop-off records at our office (business-hours only)
If the above options are not possible, please phone our office at 604-524-8688 to determine if other arrangements can be made.
Do you need copies of our personal tax checklists? Click here.
Meeting with Accountant (all other service areas or new clients)
For existing clients, please contact your file manager directly to schedule a meeting or phone our office at 604-524-8688.
For all new client inquiries, please complete the New Client Questionnaire or phone our office at 604-524-8688.