How it works
Getting started is simple.
No commitment until you’ve seen the plan and the price. Starting a business, changing accountants or dealing with one specific question: every engagement begins the same way.
- 01
Tell us about your situation
Answer a few quick questions online, or just give us a call. It takes about three minutes.
- 02
Free consultation
Meet with Sora to discuss your situation. Confirm the meeting format when booking and mention any deadlines.
- 03
A clear proposal
You’ll receive the scope and fee in writing. Nothing starts until you approve it.
- 04
We get to work
We collect what we need, set up your file and take it from there. You’ll always know who to call and what’s coming next.
Before the first conversation
What helps us help you.
Nothing is required. A short, honest overview is a better start than a perfect one.
Start with your situation- What the business does, or the personal tax question you have
- Whether you already work with an accountant, and what’s changing
- The software you use and how up to date the records are
- Any real deadline: a filing, a lender, a CRA letter
- If it’s handy, your most recent return, financial statements or CRA letters
Good to know
A few ground rules.
A consultation isn’t an engagement
The first conversation is to understand your situation. We confirm whether we can take the work, the scope, the fees and the timetable in an engagement letter before anything paid begins.
Documents come after you engage us
Tax slips, bank statements, CRA authorizations and ID are requested once you’re a client, through the secure client portal. Please don’t send them, or SINs, account numbers and passwords, through a website form, the chat or email.
Have a deadline?
Tell us the actual date and what it’s for. Getting in touch doesn’t mean an extension has been requested or that work has started. We’ll confirm what’s possible.
Common questions
Good questions to ask before you call.
Fees, how we work and what happens when you get in touch.
More questions answeredWhat does Sora help with?
Bookkeeping and financial management, corporate and personal tax preparation, GST/HST, payroll, tax advisory and CRA audit assistance.
Where is Sora based?
Sora is based in Ancaster, Hamilton, Ontario. Please contact the firm to arrange a meeting.
Is the first consultation free?
The initial consultation is free. It is a conversation about your situation and next steps, rather than tax preparation or an ongoing engagement.
How much will the work cost?
Basic T1 personal return: $125. T1 business return: $465. Monthly bookkeeping: From $50/month. For minimal transactions. Monthly pricing is based on transaction volume. Corporate return: $1,425. HST: $375. Payroll: $50 per filing. All prices in CAD. Scope and fees are confirmed before paid work begins. Your initial consultation is free.
Can I get help if my books are behind?
Tell us which periods are outstanding and mention any CRA deadlines. The team can review your situation and discuss the next steps.
Should I send my tax slips through the website?
No. Keep SINs, bank details, tax slips and other sensitive records out of the public form and chat. The firm will confirm a suitable way to share documents.
Who leads the firm?
Nauman Chaudhry, CPA is the founder and principal of Sora Accounting & Tax.
Start with Sora
Not sure where to start?
Answer a few quick questions or call us to talk it through. Your first consultation is free.