Check five things: the designation, whether they handle your kind of return, how they communicate, what the first meeting costs, and whether they will still be there if the CRA has questions.
1. The designation
A CPA is a regulated professional. Ask what designation the person preparing your return holds.
2. Your kind of return
A simple employment return is different from self-employment, rental income, a corporation or US filings. Ask whether they do yours regularly.
3. Communication
You should be able to reach the person handling your file. Feiona G. wrote in a Google review of Roberts & Company:
They not only resolved the issues efficiently but also took the time to explain everything clearly.
4. The first meeting
Ask whether it is free and what to bring.
5. Help after filing
Ask what happens if the CRA reviews or audits your return.
How Roberts & Company measures up
Roberts & Company is the accountant Good Neighbours recommends in Aurora.
- Designation: the firm is led by Brian Roberts, CPA, CGA, LPA, and has been helping clients for more than 30 years.
- Range: personal and corporate tax, bookkeeping, payroll, financial statements, trust and estate returns, and US Form 1040 filings for cross-border situations.
- Communication: the team lists direct extensions and emails on their website.
- First meeting: a free, no-obligation initial consultation for new clients.
- After filing: year-round help if the CRA comes calling with an audit.
Jill S. wrote: "We have been working with Brian for over 20 years."
What to bring
Your T4 slips, investment statements, expense receipts and any other relevant financial records.
Contact
Roberts & Company, 144 Wellington Street East, Aurora, directly across from the Aurora GO station. Open Monday to Friday 9am to 5pm, with evening and weekend appointments on request. Call (905) 727-8046 or visit robertscpa.ca. See their full profile for services, reviews and more answers.
Quick answers
Is the first meeting with an accountant free in Aurora?
At Roberts & Company, yes. New clients get a free, no-obligation initial consultation.
Can an Aurora accountant file US tax returns?
Roberts & Company prepares US Form 1040 filings alongside Canadian returns.
What should I bring to a tax appointment?
T4 slips, investment statements, expense receipts and other financial records.
