General Advisory Services
As a trusted resource for CPAs and all other advisors, 4Roots Tax Advisory is here to provide expert tax support when you need it. Whether you're decoding CRA letters, navigating complex tax questions or simply want a second opinion to give you piece of mind, my General Advisory Services are designed to give you the answers you need without requiring direct client engagement.
How We Work
My goal is to ensure you can confidently address your clients’ tax concerns with accurate and timely advice, allowing you to focus on delivering value to your clients.
Tax Question and Research: Whether it's answering questions like, "What class is that again?" or "Can my client deduct that?", I provide clear, expert guidance to help you make informed decisions.
Compliance Reviews: From offering high-level tax reviews to digging deep into the details, I’m here to support you and your team however I can with all of your Canadian tax compliance needs.
CRA Letter Assistance: If you're unsure how to respond to a CRA inquiry or need help interpreting a tax notice, I can help you decode the information and provide the best course of action for your client.
Ongoing Tax Consultation: For those recurring tax questions that arise throughout the year, I offer consistent, reliable support to help you manage your clients' evolving tax situations.
Partnering to Enhance Your Practice
At 4Roots Tax Advisory, my General Advisory Services are designed to work seamlessly with your existing practice. By providing the expert tax guidance you need, I help you keep your focus where it matters—on your clients. No matter how complex the question, I’m here to ensure you get the right answers.
