About Us
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Mission
We will provide the highest quality services to businesses and individuals by providing services in timely, efficient and innovative manners to meet the client’s needs and expectations.
Vision
Our vision is to be the most highly respected professional firm where we build strong and lasting relationships with various stakeholders by providing quality services in the accounting and tax field. We will be easily approachable to clients where they can communicate their business issues to get the fast resolutions.
Values
To achieve our mission and goals, we share the following values
● Integrity: We uphold honesty, ethics, and transparency in everything we do.
● Professionalism: We demonstrate competence, diligence, and respect in our work and interactions.
● Excellence: We strive for continuous improvement, innovation, and quality in our services and deliverables.
● Client focus: We listen to, understand, and anticipate the needs and expectations of our clients, and provide them with tailored and value-added solutions.
● Teamwork: We collaborate, communicate, and support each other, leveraging our diverse skills and expertise.
● Responsibility: We take ownership of our actions and decisions, and honor our commitments and obligations.
Our team at Refine CPA delivers quality service to clients all over Canada. We take pride in being an innovative general practice CPA firm. We invest time and resources into adopting and understanding each individual and businesses and its requirements.
Allow us to invest time to understand you, your business and its requirements. We do following steps for this process:
Step 1: Complimentary Meeting : We book a complimentary in person, telephone, or video conference meeting with one of the team members. During this meeting, you will learn more about us and our approach and we will learn about you, your business and its requirements. Call us to book a meeting.
Step 2: Become a Client : Once the plan has been selected, we will issue the following documents for electronic signature:
Corporation:
● Engagement Letter
● CRA Authorization form (RC59)
● Payment setup depending on the service plan selected. You will be issued a retainer Invoice. This is intended to cover a portion of the expected final invoice. Payment of this invoice will be required prior to work commencement on your file.
Personal Tax Returns:
● Engagement Letter
● CRA Authorization form (T1013)
Our Company
Features & Policies
Our CPA firm is a professional service organization that provides accounting, tax, and consulting services to individuals and businesses. We ensure the quality of our work, the satisfaction of our clients, and the compliance with the applicable laws and regulations.