New Office Policies and Procedures

Office hours are 9am to 5pm, Monday through Friday. We are a small office, and this allows us to work in the way that suits our staff and clients best. We work on a hybrid model, both from the physical office and remotely, from home. We aim to have someone on-site from 9am to 4pm Monday through Friday (statutory holidays excepted). If you need to see us in person after 4pm, be sure to arrange that time in advance.

Being a very small, friendly office, this also means things can cause schedules to shift. We aim to keep our office hours as posted, but sometimes things get in the way. To be sure, call ahead.

New for 2025 and moving on to the future

We are digital! All files are being digitized, stored on our secure server off site, located in Toronto.

Each client will have a digital file folder and be sent a link to upload documents. For those who prefer to drop off documents in person, we will scan and save anything we need to keep on file and return all physical documents to you.

All clients with physical documents in our office (from prior years) have been contacted about picking up their materials. Beginning in 2026, clients will be asked to collect their physical documents after tax season. Items remaining with us by December of each year will be shredded, unless alternate arrangements are made.