Frequently Asked Questions
What services does WIS Accounting, Tax & Advisory Inc. provide?
WIS offers full-service accounting, Canadian and U.S. tax compliance, bookkeeping, payroll, financial statements, corporate structuring, and business advisory services for individuals, corporations, and entrepreneurs.
Do you handle both Canadian and U.S. taxes?
Yes. We specialize in cross-border tax compliance, including CRA and IRS filings, treaty analysis, foreign reporting, and tax planning for individuals and businesses operating in both countries.
What types of clients do you work with?
We support small businesses, startups, real estate investors, incorporated professionals, cross-border workers, and corporations with multi-jurisdictional tax needs.
What credentials does your firm hold?
Our leadership holds globally recognized designations including ACCA and CFE, ensuring expertise in accounting, fraud prevention, internal controls, and advisory services.
How do you protect my financial information?
We use encrypted systems, secure client portals, and strict confidentiality protocols to safeguard all personal and financial data in compliance with Canadian privacy laws and professional standards.
Do you offer virtual or remote services?
Yes. All services can be delivered remotely through secure digital platforms, allowing clients across Canada and the U.S. to work with us seamlessly.
How do your fees work?
Fees depend on the scope and complexity of the engagement. We provide transparent quotes upfront and offer fixed-fee packages for many services to ensure clarity and predictability.
Can you help with CRA or IRS audits?
Yes. We assist with audit preparation, representation, document review, and communication with tax authorities to ensure your rights and obligations are properly managed.
Do you work with real estate investors?
Yes. We support Canadian and cross-border real estate investors with tax planning, rental reporting, corporate structuring, HST/GST issues, and capital gains strategies.
How do I get started as a new client?
You can contact us through our website or email to schedule an initial consultation. We’ll review your needs, outline the scope of work, and provide an engagement letter before beginning any services.
