OFFICE ACCESS As of August 10, 2021, we are open to the public but have the following protocols in place: - A face mask must be worn upon entering the building - Hand sanitizer must used upon entry - Visits are limited to 5 minutes - No face to face meetings will be held. As we go through the recovery phase, we will update our policies accordingly. Lets keep each other safe and get vaccinated. In substitution to in office visitation, the following protocols will remain in effect. DOCUMENT DROP OFF Do you need to drop off documents? No matter if its bookkeeping or tax return processing, you can use our after hours drop box located to the left of the garage door. If you need to drop off documents and pickup at the same time, please visit during regular office hours, ring the doorbell and we’ll meet you at the front door. If your documentation is too large for the after hours drop box, please visit during regular office hours, ring the doorbell and we’ll assist. DROPPING OFF TAX RETURN(S) FOR PROCESSING Having your tax return processed has never been easier. If you are a returning client, use the provided Receipt Saver Envelope that we mailed to you in January. Are you a new client or don’t have your Receipt Saver Envelope? No problem, put all your receipts in an envelope, be sure your name and daytime contact number is clearly detailed, we’ll call you and get your return(s) processed quickly. UPLOADING YOUR TAX DOCUMENTS FOR PROCESSING If you prefer not to visit our office, providing you have digital images of all your tax documents, you can utilize our Client Upload Portal on our website to submit your documents electronically. The same procedures will be followed as if you dropped them off to our office. This will help to make the process easy and streamlined. SIGNING OFF TAX RETURN(S) As you know, every tax return must be signed off before it can be sent to CRA to be finalized. Your return can now be signed off either in person or by electronic signature. You can pay for the services via e-transfer from your bank or in person by debit. We’ll do all the heavy lifting for you and our tried and tested methods to get your tax return(s) signed off quickly and easily are ready when you are. All methods are private and confidential. IN PERSON APPOINTMENTS As mentioned above, we are not having any live face to face appointments during this pandemic, but if you still require an appointment and dropping off your items doesn’t work for you, then other options are still available. • Facetime - We’ll talk to you virtually • Skype - Another great way to save time and speak face to face • Submit your documents using our Client Upload Portal for a no-contact experience. • You can drop off your documents to our office at a prearranged appointment time, we’ll give you a pager, once your tax return is processed we’ll page you to come and sign and pay at the office door. As you can see, we’re doing our best to provide services to satisfy your bookkeeping, tax preparation and other needs. We’ve got you covered, as much as your face mask does.