Frequently Asked Questions

Our team organizes receipts, tracks expenditures, reconciles statements, and categorizes records using secure cloud platforms. This approach ensures organized ledgers and up-to-date reports for decision making.

Entrepreneurs, professionals, freelancers, and non profit organizations seeking precise expense management and regulatory planning can benefit from our expertise.

Typically we need previous reporting statements, banking records, receipts catalogues, and any relevant regulatory notices. We will guide you through any additional forms based on your profile.

We recommend weekly or monthly record updates to maintain clarity, reduce backlog, and align with deadlines set by Canadian regulatory bodies.

We offer both in person appointments at our Ottawa office and remote sessions via secure video links to fit your schedule.

TaxLumax follows strict protocols, uses encrypted cloud systems, and limits access to certified specialists to safeguard client information.

Our pricing is based on the complexity of tasks, the volume of records, and the level of advisory input. We provide a clear estimate after the initial assessment.

Yes, our specialists understand Canada–US reporting rules and can coordinate with foreign filing requirements to ensure alignment with local regulations.

We use double check protocols, automated validation tools, and manual reviews by senior analysts to minimize discrepancies.

Since our founding in 2025, our team has supported clients across retail, hospitality, health services, and consulting sectors with hands on expertise.

Contact us via the form on taxlumax.com/contact or call +14161856859 to schedule an opening review.