Your Questions
Answered

You’ll know it’s time when your accountant feels like a bill you pay rather than a partner you rely on. If you’re hesitant to call with questions, unsure what you’re paying for, or feeling like you only hear from them at tax time, those are clear signs. You might also notice you’re outgrowing their capabilities—maybe your business is expanding, you’re considering new ventures, or you need strategic guidance they can’t provide.

The right accounting relationship should feel proactive, transparent, and genuinely helpful. If you’re reading this question and nodding along, your search ends here. Let’s talk about what a true partnership looks like.

We use value-based pricing, not hourly billing. That means you’ll know exactly what you’re paying upfront—no surprise invoices, no clock-watching, and no hesitation before picking up the phone.

Our fees are based on the scope and complexity of your needs, not the time it takes us to do the work. We’ll discuss your situation, outline what’s included in your engagement, and provide a clear quote before we begin. This approach aligns our success with yours—we’re focused on delivering results, not logging hours.

Absolutely. When you work with C&P Partners, you’re not on the clock. Our value-based pricing means your questions, quick check-ins, and “just wanted to run this by you” calls are all part of the relationship—no meter running, no invoice anxiety.
We want to be your last call when you’re making business decisions, and that only works if you feel completely comfortable reaching out. Whether it’s a two-minute question or a more involved conversation, we’re here.

Easier than you think. We handle the heavy lifting.

Once you decide to work with us, we’ll coordinate directly with your previous accountant to obtain all necessary files and information. You’ll sign a simple authorization, and we take it from there. We’ll review everything to ensure a smooth transition, identify any outstanding items that need attention, and get you set up in our systems.

Most clients are surprised by how painless the process is. We’ve done this many times, and we make sure nothing falls through the cracks. You’ll be up and running with us—and wondering why you didn’t make the switch sooner.

Tax preparation is just the foundation. We offer comprehensive support across six core service areas:

Tax Preparation & Filing – Expert preparation of personal and corporate tax returns, ensuring accuracy, compliance, and maximum benefit for every filing season.

High-Net-Worth Client Services – Specialized guidance for estate planning, succession strategies, and investment accounting to protect and grow generational wealth.

Corporate Tax Strategy – Proactive tax planning and advisory services that minimize liability and align your tax position with long-term business objectives.

Compliance & Reporting – From bookkeeping to payroll, we handle the essential financial operations that keep your business compliant and running smoothly.

Business Growth Consulting – Strategic CFO-level guidance and system design that transforms your financial operations into a competitive advantage.
Administration &

Specialized Services – Complete support for incorporations, annual filings, dissolutions, and all the administrative details that demand precision.

We tailor our services to your needs, whether that’s full-service support or targeted help in specific areas.

We pride ourselves on being genuinely available. For urgent matters, you’ll typically hear from us within hours. For standard questions and requests, we aim to respond within one business day.

But here’s what really matters: we’re not just responsive—we’re proactive. We stay ahead of deadlines, anticipate your needs, and reach out before small issues become big problems. When you call, we pick up. When you email, we reply. That’s the “always available” philosophy that sets C&P Partners apart.

It starts with a conversation where we learn about your business, your goals, and your pain points. From there, we design a service plan that fits your needs—whether that’s year-round support or project-based work.

For most clients, we handle their bookkeeping, tax preparation, and ongoing advisory work. You’ll have regular touchpoints with us throughout the year—not just at tax time. We review your financials, discuss what the numbers are telling us, and help you plan ahead. You’ll also have direct access to your dedicated team whenever questions arise.

The goal is a relationship where financial clarity and strategic guidance are always within reach, so you can focus on running and growing your business with confidence.

The right accountant doesn’t just report on what happened—they help you decide what happens next.

We help you grow by providing clarity on your financial position, identifying opportunities to improve profitability, and modeling the financial impact of your decisions before you make them. Should you hire that new employee? Expand to a second location? Invest in new equipment? We’ll show you what the numbers say.

We also help you avoid costly mistakes—everything from tax inefficiencies to cash flow problems—so you’re not learning expensive lessons the hard way. Think of us as your financial co-pilot: we’re here to help you navigate toward your goals with confidence and precision.

Yes. You’ll work directly with Duane and Sunita, our founding partners, who bring Big Four expertise and deep public accounting experience to every client relationship. You’re not handed off to junior staff—you get senior-level attention and strategic insight from people who genuinely care about your success.

We keep our client base intentionally focused so we can deliver the high-touch, relationship-driven service we’re known for. When you call, you’re reaching someone who knows you, your business, and your goals.

Not much to begin, and we’ll guide you through everything.

Initially, we’ll need some basic information about your business and your current financial situation. Depending on your needs, this might include recent tax returns, financial statements, bookkeeping records, or incorporation documents. If you’re switching from another accountant, we’ll coordinate directly with them to get what we need.

Don’t worry if your records aren’t perfectly organized—we’ve seen it all, and we’re here to help you get things in order. The most important thing you bring is a willingness to have an open conversation about where you are and where you want to go.

It depends on your specific situation, but there are clear indicators that incorporation makes sense: steady profitability, liability concerns, tax optimization opportunities, or plans for significant growth.

Incorporation offers benefits like income splitting, lower corporate tax rates, liability protection, and enhanced credibility—but it also comes with additional complexity and costs. The right time is when the benefits clearly outweigh the administrative burden, and that calculation is different for everyone.

This is exactly the kind of strategic decision we help clients think through. We’ll review your financials, discuss your goals, and show you the math so you can make an informed choice.

In plain language, without the jargon. We know accounting and tax concepts can feel overwhelming, so we make it our job to translate complexity into clarity.

We’ll walk you through what the numbers mean, why certain decisions matter, and what your options are—always in terms that make sense to you. If something isn’t clear, we’ll explain it differently until it clicks. You should never leave a conversation with us feeling confused or uncertain about your own financial situation.
Our goal is to empower you with understanding, not impress you with technical terminology. When you work with C&P Partners, you’ll always know where you stand and why.