Document Review Services
Clear, plain-English reviews of important tax and financial documents — designed to help you understand what you’re looking at, identify potential problem areas, and decide what to do next.
This is a second-look review service. We do not file, amend, or replace your accountant — we help you make sense of what you already have.
What is a document review?
A document review focuses on understanding, not preparing or filing. We look at the document you provide and explain what it’s telling you in practical terms.
- Why a result looks different than expected
- Common issues or risk areas to double-check
- What appears normal vs what may need attention
- What questions to ask before taking the next step
Reviews are informational and decision-support in nature. They are not audit, assurance, or filing engagements.
Two ways to get a review
- Quick & Easy Check — minimal intake, focused on your explanation and the document you upload
- Comprehensive Review — structured intake with deeper context and more detailed findings
You’ll choose the review type and see fees on the next page after selecting your document type.
Choose the document you want reviewed
Select the category that best matches your situation. Each page explains what we look for and how the review works.
T1 Personal Tax Return
Refund or tax owing changes, CRA reassessments, credits, deductions, and common pitfalls.
View T1 reviewT2 Corporate Tax Return
Consistency with financials, retained earnings issues, schedules, and CRA risk areas.
View T2 reviewFinancial Statements
Reasonableness, trends, missing items, and questions lenders or partners may ask.
View financial reviewInsurance & Financial Products
Coverage clarity, exclusions, suitability, and questions to confirm.
View insurance reviewOther Business Documents
Agreements, leases, forecasts, pricing, and internal reports.
View document reviewNot sure which document applies?
Choose the closest match. If another review type is more appropriate, we’ll let you know before proceeding.
Book a short support session