Question 1

How do I get started with IKON?

Accepted Answer

It starts with a free consultation. We learn about your business, what you need, and where you want to go, then recommend a plan that fits. Once you are ready, we handle onboarding: gathering access to your books, reviewing prior filings, and getting your software set up. Most clients are up and running within a week or two.

Question 2

Do you take on new clients year-round?

Accepted Answer

Yes. We work with businesses throughout the year, not just at tax time. It is ideal to start before a year-end or a filing deadline, but we onboard new clients whenever they are ready.

Question 3

Can you take over from my current accountant or bookkeeper?

Accepted Answer

Absolutely, and it is more common than you might think. We coordinate the handoff, collect your prior records, review them for anything that needs attention, and transition you over smoothly. You do not have to manage the switch yourself.

Question 4

Do we have to meet in person?

Accepted Answer

No. Our process is fully cloud-based, so most clients work with us entirely online. If you prefer to meet face to face, our Calgary office is downtown and you are welcome to come in.

Question 5

What services do you offer?

Accepted Answer

Bookkeeping, corporate and personal tax, payroll, incorporation, and CFO-level advisory. You can have us handle one piece or your full financial picture. Our services page has the details on each.

Question 6

What kinds of businesses do you work with?

Accepted Answer

Mostly owner-managed businesses: trades and contractors, professional services, consultants, e-commerce, real estate, and growing startups. Whether you are a sole proprietor or incorporated, we can help.

Question 7

My books are behind. Can you help me catch up?

Accepted Answer

Yes. Catch-up and cleanup work is one of the most common ways clients start with us. We bring your records current, fix what needs fixing, and then move you onto a clean, reliable routine.

Question 8

Can you handle both my business and personal taxes?

Accepted Answer

Yes, and for business owners we coordinate them together. Looking at your corporate and personal returns side by side lets us optimize the overall outcome rather than each return on its own.

Question 9

How much do your services cost?

Accepted Answer

We publish our pricing so there are no surprises. We offer monthly subscriptions for ongoing work and flat rates for stand-alone services. You can see full details on our pricing page, and we confirm exactly what your situation needs during your consultation.

Question 10

Why do some prices say starting at?

Accepted Answer

Because the work involved can vary. A return for a straightforward business takes less than one with multiple revenue streams or years of cleanup. Starting at reflects the base, and we give you a clear quote once we understand your situation.

Question 11

Are your monthly plans flexible?

Accepted Answer

Our plans are designed to grow with your business. We walk through the options with you, recommend the one that fits where you are now, and adjust as things change.

Question 12

What are the main Canadian tax deadlines?

Accepted Answer

Personal returns are generally due April 30. If you are self-employed, the filing deadline is June 15, though any balance owing is still due April 30. Corporate returns are generally due six months after your fiscal year-end, with any balance owing due sooner. GST and PST deadlines depend on your filing frequency. We track all of your specific dates so nothing is missed.

Question 13

How long do I need to keep my records?

Accepted Answer

The Canada Revenue Agency generally requires you to keep your records for six years from the end of the tax year they relate to. We help you keep everything organized digitally so it is there if you ever need it.

Question 14

What is the difference between Alberta and BC for sales tax?

Accepted Answer

Alberta, which includes Calgary and Edmonton, has no provincial sales tax, so you only deal with the federal GST. British Columbia, which includes Kelowna, charges PST in addition to GST. That extra layer means more filing and compliance for BC businesses, and we handle both.

Question 15

What accounting software do you use?

Accepted Answer

We work in the cloud, primarily with QuickBooks Online, so you always have a clear, current view of your numbers. If you already use a platform we support, we can usually work within it.

Question 16

How often will my books be done?

Accepted Answer

It depends on your plan. Most ongoing clients have their books done monthly, while lighter plans may be quarterly. We recommend a cadence that keeps you current without paying for more than you need.

Question 17

How do I send you my documents?

Accepted Answer

Through a secure client portal. You upload statements and receipts digitally, so there is no paper to shuffle and everything stays organized and protected.

Question 18

Where are you located and what areas do you serve?

Accepted Answer

Our home office is in downtown Calgary, and we work with clients across Alberta and British Columbia, including Edmonton and Kelowna. Because we are cloud-based, we can serve you wherever you are.

Question 19

Is my financial information secure?

Accepted Answer

Yes. We use reputable cloud platforms with encryption and access controls, and we host on Canadian infrastructure where practical. You can read more in our privacy policy.

Question 20

Do you only help at tax time, or year-round?

Accepted Answer

Year-round. The real value comes from staying on top of your numbers all year, planning ahead, and avoiding surprises, not just filing once a year. We are here whenever you need us.

Frequently asked questions

Getting started

Our services

Pricing and billing

Tax and deadlines

Bookkeeping and software

Working with us

Ready for a more proactive accounting experience?