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.
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.
Thank you for submitting your intake form. Check your email at for your next steps. In the meantime, have a list of your key business pain points ready for your discovery call. We look forward to a great partnership!
Book your free 20-minute discovery call with the 786 Venture Accounting & Tax Team using the button below.
📞 (844) 786-8272 · ✉ info@786vcpa.ca