Virtual CPA firm serving BC, AB, ON and MB•Mon–Fri 9:00am–5:30pm info@everstonecpa.com• (604) 832-1743
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Email first

Email us, and what to send so the answer comes back fast

Quick answer: Email info@everstonecpa.com with the business, what happened and any date. Within one business day you get an answer or the exact questions we need first. No documents until asked.

The three sentences that matter

  1. What the business is. “Incorporated electrician, one employee, BC” beats three paragraphs of history.
  2. What happened or what you’re deciding. A CRA letter (say which one, or check the letter decoders first), a deadline you’re unsure about, a purchase, a hire, an unfiled year.
  3. The date, if there is one. Deadlines change what we do first.

Prefilled templates — tap, fill the blanks, send

What happens after you hit send

A person reads it, usually the same day, always within one business day, and replies with an answer or two or three precise questions; if more is needed, we follow up in detail. Hold attachments until asked; we request them by secure upload link.

Prefer a form? The contact page reaches the same inbox, same promise. The phone number tops every page, but writing keeps details from getting lost.

What to send with the question

One attachment often beats three follow-up emails. For a letter, attach it: the reference number in the top corner tells us the program account and year. For a return, send the return, not a description. For a pending decision, the numbers you are weighing are enough.

Do not send anything we have not asked for. A year of bank statements attached to a one-line question slows the answer and puts records in an email thread that belong in a secure upload once an engagement starts.

If you would rather not write it out

A question that takes three paragraphs to type takes two minutes to say, and an email enquiry carries no obligation. For one specific question rather than a client conversation, the paid Advice Call is designed for it.

Common questions about email us

How fast is the reply, really?+
Within one business day, and usually the same day for anything sent before mid-afternoon Pacific. The promise is a substantive reply — an answer or the exact next questions — not an autoresponder. Ask about your case →
Is the email answer free? Where’s the line?+
The first exchange is free: it exists to establish what you are facing and whether we fit. Anything that becomes actual engagement work gets scoped and quoted in writing before it starts — you will never discover a fee after the fact.
Should I attach my statements or the CRA letter?+
Not in the first email. Describe it — or name the letter — and we will ask for exactly what is needed by secure upload link. Financial documents deserve better than sitting unencrypted in two inboxes.
Is email secure enough for tax questions?+
For describing a situation, yes. For documents and anything with SINs or account numbers, we move to a secure upload link — which is precisely why the first email should be description, not attachments.

One business day. Every message.

The templates above are the fastest start. Or just write it your way — the promise is the same.

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