Begin Your Client Journey : 786 Venture CPA

Let's Design Your Tax-Smart Path Forward

Complete a quick onboarding so we can understand your goals, your business, and where you need support. After your free discovery call with our accounting & tax team, we'll prepare your engagement letter within 2 business days.

3 minTo Complete
FreeDiscovery Call
PIPEDACompliant
CPA+CEPACertified
Step 1: Who Are You?
Step 1 of 7

Enter your contact details. This is how we will reach you after your discovery call.

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.

These details help us prepare an accurate quote for your specific situation. The more you share the better we can serve you.

Based on your industry we have a couple of quick questions that help us scope your engagement accurately.

These last few questions help us tailor your services and identify any planning opportunities right away.

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.

Your intake form is submitted!

📅 Book Your Free Discovery Call Now

Pick a time that works for you and one of our CPAs will walk you through your personalized tax and accounting plan. This takes 20 minutes and there is no obligation.

A confirmation has also been sent to

📞 (844) 786-8272  ·  ✉ info@786vcpa.ca