New Client Intake — 786 Venture CPA
Complete Your Onboarding

Let's Set Up Your Engagement

Takes about 3 minutes. Your engagement letter will be prepared and sent within 2 business hours of submission.

3 minTo Complete
2 hrsEngagement Letter
PIPEDACompliant
CPA+CEPACertified
Step 1 — Who Are You?
Step 1 of 4

Enter your contact details. This is how we will send your engagement letter and follow up with any questions.

Tell us about your business structure. This determines which services and tax filings apply to you.

Select one or more services. Tap a selected service to see exactly what is included and what requires a separate engagement.

Review your engagement scope before we prepare your letter. Please read carefully and confirm before submitting.

Something went wrong. Please try again or call (844) 786-8272.

You are all set.

Your engagement letter is being prepared and will be sent to within 2 business hours.

⚠ Scope Reminder

You acknowledged that items outside the selected services require a separate engagement or add-on. This protects both of us from surprises.

📞 (844) 786-8272  ·  ✉ [email protected]

🔒 Secure and Encrypted·786 Venture CPA·Calgary, Alberta · (844) 786-8272·[email protected]