Our 365 Tax Service
standard
At The Accounting Place, your relationship with our tax team doesn’t begin and end with a tax return. Our 365 Tax Service Standard reflects our commitment to year-round advice, support, and advocacy—so you can make better decisions in real time, not just at filing deadlines.
This Standard is built into our professional fee structure for clients who engage us on an ongoing basis and is a key reason many choose us over “once-a-year” tax preparers.
Year-round access to our tax team
You shouldn’t have to wait until March or a CRA letter arrives to get answers.
For clients under our ongoing service arrangements, we provide:
Year-round access
Clear response times
We aim to respond to routine inquiries within two business days, with priority during peak deadlines.
Issue triage
For more complex matters, we outline next steps and confirm if the work is included or subject to our standard fees.
We don’t just file, we plan
helping you make informed decisions with clear, proactive tax insight throughout the year
Strategic tax planning discussions tied to key events (business changes, real estate, investment, retirement, incorporation, etc.).
CRA support & issue handling
If the Canada Revenue Agency comes calling, you’re not on your own.
For returns prepared by The Accounting Place:
We review and interpret and simplify CRA correspondence.
We advise you on an appropriate response based on CRA’s request.
Where further paperwork is needed, we outline scope and fees before proceeding.
The 365 Service promise
Designed with you in mind
To maintain this level of service, our 365 Tax Service Standard applies to:
• Clients who engage us on an ongoing basis for personal, corporate, and/or business tax services; and
• Clients who agree to our annual engagement terms and professional fee structure.
Professional process guarantee
Your information and time are treated like assets. We commit to:
• Secure electronic document transfer and strict privacy protocols.
• Organized workflows to complete filings accurately and on time when documentation is provided within agreed timelines.
• A transparent fee structure.
Billing clarity
You get support when it matters, with no ambiguity about when extra work becomes a billable engagement.
Routine access, timely high-level guidance, directional advice and baseline support are embedded in your relationship with us.
Where additional returns, complex structures, detailed planning modelling, restructuring, succession planning, or advanced strategies are required, we follow a transparent fee structure. We deliver this work under clearly defined project or hourly fees, with scope and pricing confirmed in advance.
You will always know what you’re receiving and what it costs.
“365” means year-round support from our team during regular business hours, delivered in accordance with our engagement terms and current fee schedule. It’s not a 24/7 emergency hotline—just a genuinely ongoing advisory relationship, not a once-a-year tax shop.
Ready for year-round tax support?
If you’re looking for more than a once-a-year tax preparer, speak with our team about our 365 Tax Service Standard and engagement options.