GET IN TOUCH.

Email: info@oakstonefinancials.ca

Phone: +1 (437)-676-2199

+1 (437)-784-4595

We are a Canada-based virtual team, so the best way to get in touch with us is to fill out the form on this page, book a free discovery call, or email us directly. We will contact you within 12 business hours via email.

Frequently Asked Questions (FAQs)

What services do you provide?

We offer comprehensive tax preparation and accounting services, including corporate and personal tax filing, bookkeeping, payroll, financial statement preparation, GST/HST filings, budgeting, and year-round advisory support for individuals and businesses.

What industries do you specialize in?

We primarily serve professionals and business owners in the medical, legal, manufacturing, and construction industries, but we also work with clients from a wide range of other sectors and individuals with personal tax needs

Do you work with small businesses and startups?

Yes. We support businesses at every stage—from startups needing setup guidance to established companies requiring ongoing accounting, tax planning, and compliance support.

What documents do I need to provide for tax preparation?

Required documents vary depending on your situation, but typically include income slips (T4, T5, T5018, etc.), expense receipts, business financials, investment statements, prior year tax returns, and any notices from the CRA. We provide a detailed checklist to ensure nothing is missed.

How early should I contact an accountant before tax season?

Ideally, you should contact an accountant well before tax season, especially if your situation has changed (new business, rental property, investments, or major life events). Early planning allows time to optimize tax strategies, correct records, and avoid last-minute stress or filing delays.

When are tax returns due in Canada?

  • Personal tax returns: April 30

  • Self-employed individuals: June 15 (any balance owing is still due April 30)

  • Corporations: Within 6 months of the fiscal year-end

  • GST/HST filings: Monthly, quarterly, or annually depending on CRA registration

We help clients track deadlines and avoid penalties or interest.

How do you ensure my information is secure?

We use secure, encrypted systems for document storage, communication, and tax filing. Protecting your financial information is a top priority, and all data is handled with strict confidentiality.

Do you offer virtual or remote services?

Yes. We provide both only fully remote services, including secure document uploads, virtual meetings, and electronic filing, making it easy and convenient for clients across Canada.

How much do your services cost?

Pricing varies based on the complexity of your tax or accounting needs. We provide transparent quotes upfront and ensure clients understand the full scope of services before we begin.

Do you provide year-round support or only during tax season?

We offer year-round support. Many clients rely on us for ongoing bookkeeping, payroll, tax planning, and advisory services to ensure their finances stay organized throughout the year.

Can you represent me if the CRA contacts me?

Yes. We can communicate directly with the CRA on your behalf, respond to review letters, handle audits, resolve reassessments, and assist with payment arrangements or voluntary disclosures, subject to proper authorization.

Can you help me if I’m behind on my taxes?

Absolutely. We assist individuals and businesses with late filings, CRA reviews, notices, and compliance issues. Our goal is to help you get back on track quickly and avoid additional penalties.

Can you help new businesses and startups?

Absolutely. We assist startups and new businesses with incorporation, CRA registrations (BN, GST/HST, payroll), bookkeeping setup, software selection, tax planning, and ongoing compliance to help your business start strong and grow with confidence.

Why should I choose your team over other tax specialists?

We combine deep industry expertise with a client-first approach. Our team is thorough, responsive, and committed to delivering accurate, timely, and personalized solutions. We care about your success and work proactively to help you stay compliant, reduce tax burdens, and maintain financial clarity.

Let’s Work Together. Please Fill Our New Client Intake Form to Get Started.