Frequently Asked Questions

RelocFinance offers tailored tax and accounting services designed for individuals and families relocating to Canada. We address federal and provincial filing requirements, identify available deductions and credits, and coordinate reporting across jurisdictions. Our team supports each step of the move, from initial planning to year-end review, by delivering clear guidance and hands-on assistance while you settle into your new home.

To begin, we require government-issued identification, proof of residency or work permit, previous tax returns for up to three years, and details of any foreign remuneration or benefits. Our checklist will guide you through each item so you can compile a complete package before our first consultation.

Typically, we prepare and file individual returns within four to six weeks after receiving all required documentation. Time frames may vary depending on complexity, such as multiple income sources, but we keep you informed of progress throughout the engagement.

Yes. Our team coordinates cross-border reporting by compiling foreign account disclosures, translating statements where needed, and ensuring you comply with both Canadian and relevant foreign requirements without duplicating effort.

We offer transparent fee models based on the scope of services. Options include a fixed engagement fee for standard return preparation or an hourly rate for ongoing advisory support. You’ll receive a detailed proposal outlining costs before any work begins.

Absolutely. We help self-employed individuals register for applicable provincial programs, track deductible expenses, set up accounting systems, and prepare accurate statement schedules in compliance with Canadian standards.

After filing, we remain available for quarterly check-ins, bookkeeping reviews, updates on regulatory changes, and quick answers to questions that arise as you adjust to Canadian reporting cycles.

We use encrypted client portals for document exchange, adhere to strict internal protocols, and follow professional guidelines for handling personal financial information at every stage.

Yes. We provide secure video meetings and digital collaboration tools for clients anywhere in Canada or abroad, ensuring the same level of personalized attention as in-office appointments.

We support small business registrations, chart of accounts design, payroll setup, and quarterly reporting for enterprises relocating operations to Canada, with an emphasis on compliance and streamlined record-keeping.

RelocFinance serves clients in all Canadian provinces and territories, tailoring filings to each jurisdiction’s tax rules, credit programs, and rates.

We recommend reaching out at least three months before relocation to allow time for planning, document collection, and any required registrations, helping to avoid last-minute filing challenges.

Visit the contact page on relocfinance.com, complete the inquiry form, or email support@relocfinance.com. One of our specialists will follow up within one business day with a personalized outline.

Our advisors are Canadian chartered accounting professionals and experienced tax analysts who regularly complete continuing education to stay current with federal and provincial rules.