One of your clients referred me. How do we get started?
Many of our clients arrive at our door through referrals. The best place to start is to give us a call at 403.461.1134 and speak directly to Alberto. From there we can discuss your needs and set up a time to meet.
Do you accept new personal tax clients?
Yes. We will prepare personal tax returns.
Is my business too small for you?
No corporation is too small. In fact, many seemingly minor issues add up to significant cost and tax savings. Every client is important to us.
Who will I be meeting with?
We pride ourselves on our personal, hands-on approach. That’s why at Alberto Romano, Professional Corporation, you will sit down with Alberto Romano, to discuss your accounting needs.
How long will the first meeting take?
You should book an hour but often, a half an hour is enough time to cover most of the discussion.
What do I need to bring?
Bring your corporate minute book, last year’s financial statements and corporate tax returns as well as your personal tax returns and notices of assessment for you and your spouse, if applicable for the last year filed.
If you have current financial information, such as sales forecasts, bring it to help with planning. For first year-ends of corporations, or if you have questions about whether you need to incorporate, bring your personal tax return for last year and your notice of assessment.
How much does this initial meeting cost me?
Unlike other accounting firms, we do not charge you for the initial meeting. Offering an uncharacteristic dedication and hands-on approach to accounting, we want you to have the opportunity to sit down with us and experience firsthand how we do business.
What information do you need from me?
We will need to make copies of at least the prior year’s corporate and personal tax information, GST information and details from your corporate minute book.
How do we inform my prior accountant that I am now with Alberto Romano?
A standard professional courtesy letter is sent to your accountant from our office and a response is required before we can begin working with you. If you like, you are welcome to contact your prior accountant by telephone or email prior to our office contacting them to advise them of the change.
What are your fees?
Each client is different and has unique business needs, making it difficult to generalize our accounting fees. In our initial meeting with you we will provide a quote which will later be put into writing.
What happens if I have a question?
Then by all means, ask! We pride ourselves on our service and dedication to our clients and invite any and all questions relating to your business or personal planning. If your question falls outside the scope of our expertise, we are happy to point you towards other resources and professionals in our network.
Will I be charged for questions?
Generally, there is no bill sent for occasional questions throughout the year. We expect that corporate clients will have questions and include ongoing consultations in our initial fee assessment.
If you have many questions and the time required to address them exceeds what we anticipated, we will let you know and inform you of any charges before they are incurred.
What information will you need for my year-end?
Each client is different, but we generally ask for the following:
- Any correspondence received from the Canada Revenue Agency
-A year-end income statement and balance sheet, or a summary of your income and expenses if you do not use accounting software
- A GST return
- A year-end bank statement
How long does it take to prepare my year-end?
It typically takes two weeks to prepare a corporate year-end once we have all the necessary information.
What do I do once my year-end is complete?
We will send you an email with the draft documents before they are filed. This gives you an opportunity to review the information and ask any questions before anything is finalized. At this point, we are available to meet with you either in-person or on the phone to address any questions.
When are tax payments due?
Your year-end package includes any due dates or important deadlines. Generally, corporate tax payable balances are due within 90 days after year-end. There are specific occasions that require payment within 60 days, but this will be brought to your attention in your year-end package.
Will you prepare my GST return?
Yes. We can prepare them monthly, quarterly or annually, according to your filing period. Usually, for monthly or quarterly files, you will be able to do it with a little help from us.
How do I pay my invoice?
We accept cash, cheque, e-transfer, Visa or MasterCard upon completion of our services.
