A CPA second opinion · Complimentary
Complimentary
Tax and Compliance Review for Canadian IT Professionals
Get a CPA second opinion on your most recent tax year. We review your tax and compliance position for potential issues, missed opportunities, and areas worth discussing. You’ll communicate directly with Alex Teplov, CPA, about the findings and next steps.
Request My Complimentary ReviewNo documents needed to submit your request
What we review
Six areas worth a second look
The areas that apply depend on your situation and the documents you provide.
Tax Returns
Review of your most recent personal and/or corporate tax filings.
GST/HST & QST
Registration, filings and apparent treatment issues.
Salary & Dividends
Whether owner compensation and related reporting appear consistent.
Shareholder Accounts
Potential shareholder-loan and owner-transaction issues.
PSB Risk
For incorporated contractors, indicators of Personal Services Business exposure.
Other Compliance Issues
Potential missing filings, instalments, slips, registrations or unusual items.
This is a high-level review intended to identify matters that may warrant further investigation. It is not an audit, assurance engagement, or comprehensive verification of previously filed returns.
Our approach
Why we offer a complimentary review
We’ve chosen to invest part of our marketing budget in complimentary reviews for Canadian IT professionals. We believe giving you a useful second opinion creates more value than another social media ad.
You get a clearer understanding of your tax and compliance position, and a chance to see how we work. We get an opportunity to introduce our practice through something useful. There’s no obligation to become a client.
How it works
From your request
to a conversation
A few details to begin. A private place for your documents. Direct communication with Alex Teplov, CPA.
Request your review
Provide a few details about yourself and your situation.
Receive access to your secure cloud folder
We’ll give you access to a private cloud folder created specifically for your review, protected by enterprise-grade security.
Upload your documents
Upload your most recent tax returns, Notices of Assessment and other requested documents.
CPA review
We review the information you provide.
Review your findings with Alex
Alex Teplov, CPA, will walk you through what appears in order, what may need attention, and the next steps worth considering.
Security & confidentiality
Private document sharing
Microsoft 365 protection
We use Microsoft SharePoint, part of Microsoft 365, to share review documents privately. Its enterprise-grade security provides encryption and access controls to help protect your information.
Encrypted in transit and at rest
Your documents are encrypted during transfer and while stored in Microsoft SharePoint.
Access by invitation
We grant access using your email address. You’ll sign in or verify your identity before opening your folder.
A dedicated folder for your review
Your documents are organised in a private folder created for your review, with access managed by our practice.
Please use your private folder for tax documents. The website form only needs contact details and a brief description.
Read about Microsoft’s encryption protectionsStart here
Request your complimentary review
Tell us a little about yourself and the tax year you’d like us to review.
Request received
Thank you. We’ll email you with access to your secure cloud folder and a document checklist.
Something went wrong. Please email contact@teplov.ca.
Before you begin
Frequently asked questions
What to expect from your review, how to share documents, and what happens next.
Have another question? Contact Teplov CPAIs the review really complimentary?
Yes. There is no fee for the review or the conversation about your findings, and no obligation to become a client. If you would like help with further investigation, corrections or ongoing services, we’ll agree the scope and fees with you before that work begins.
Is this the same as the Initial Review for new clients?
No. This offer is a second opinion on your most recent tax year, followed by a conversation with Alex. The Initial Review is the onboarding step for ongoing services: we examine your books, filings, records and government accounts to define the engagement scope and prepare your Compliance Roadmap.
Is this an audit or a guarantee that my returns are correct?
No. This is a high-level review intended to identify matters that may warrant further investigation. It is not an audit, assurance engagement or comprehensive verification of previously filed returns. The review does not guarantee that every issue will be identified.
Do I need to be incorporated?
No. We support Canadian IT professionals working as freelancers and sole proprietors, incorporated IT contractors, fractional CTOs, technical consultancies, and bootstrapped or services-led startups. If you’re an employee considering independent work, tell us about your situation so we can confirm whether a review would be useful.
Which documents will you need?
No documents are needed to submit your request. We’ll email you with access to your secure cloud folder and a document checklist. We typically start with your most recent personal and/or corporate tax returns and related Notices of Assessment. Depending on your situation, we may also request GST/HST or QST filings, compensation records or other supporting documents.
How are my tax documents protected?
We use a private Microsoft SharePoint folder created for your review, with access managed by our practice. Your documents are encrypted during transfer and while stored. We grant access using your email address, and you’ll sign in or verify your identity before opening the folder.
Do I need to grant CRA or accounting software access?
No. This review is based on the documents you upload to your secure cloud folder. CRA, Revenu Québec, accounting software and bank-feed access are not required. If you proceed with ongoing services, we arrange Authorized Access separately during onboarding.
Do I need a Microsoft account to upload documents?
Not necessarily. Depending on your email account and the sharing settings, Microsoft may ask you to sign in or enter a verification code sent to your email. Use the same email address you provided in your request and follow the invitation instructions. If you have trouble accessing the folder, contact us for help.
Who will review my information and discuss the findings?
We review the information you provide. Alex Teplov, CPA, will walk you through what appears in order, what may need attention, and the next steps worth considering.
How long does the review take?
Timing depends on the documents available and the complexity of your situation. We’ll confirm the expected timing once we have the information needed for your review. If you have a filing deadline or an outstanding notice, mention it in your request.
What happens after the review?
After your conversation with Alex, you can decide whether you would like further help. We’ll agree any additional scope and fees with you before starting further work. The complimentary review includes a discussion of findings; a written report and Compliance Roadmap are not included. There is no obligation to proceed with ongoing services.