FREQUENTLY ASKED QUESTIONS
A little clarity.
A simpler next step.
From your first inquiry to sharing documents, find practical answers to the questions that come up along the way.
See How It WorksGetting Started
Your first conversation, made simpler.
How do I get started?
Send an inquiry through our Contact page with a short description of the help you need and any relevant dates. We discuss your situation, the work involved and the information needed before agreeing the next steps. Sending an inquiry does not book an appointment.
Do I need an account before contacting you?
No. You can make an inquiry without signing in or creating an account. When portal access is arranged, we explain how to set up your account.
Can I work with you remotely?
Yes. Golden Leaf Management supports individuals and businesses across Canada. The client portal provides a place to share documents, ask questions in Inbox and view available updates.
Services & Scope
Find the right support for the work ahead.
What services do you offer?
Our four service areas are Tax Services, Accounting, Bookkeeping and Business Services. These include personal tax preparation, business tax support, financial statement preparation, reconciliation, transaction recording and practical business-record organization. Explore the service pages or ask us which area fits your needs.
Can you help with ongoing work?
Yes. Ongoing accounting support and monthly bookkeeping are among our services. We discuss the work, the records needed and the scope with you before starting.
How much will it cost, and how long will it take?
The scope and timing depend on the service, complexity and information available. Contact us to discuss the work and fees, and let us know about any relevant deadlines. No price, completion date or appointment is confirmed by submitting the website inquiry form.
Documents
What to share, and how to send it.
Which documents should I prepare?
The records needed depend on your service and circumstances. Start with a brief explanation of the help you need; we will identify the relevant documents with you. Do not include SIN numbers, financial records or other sensitive information in the public contact form.
How many files can I upload at once?
You can upload up to 10 files at a time, with a maximum size of 10 MB per file. Follow the document-type guidance on the upload page and wait for the upload result. If a file fails, check the message before trying again.
Can I upload documents without signing in?
Yes, when we send you a document-request email link. It opens a dedicated upload page without requiring a login. Keep the link private and use it before the expiry shown. If it has expired or been revoked, contact us for help. You can also upload through your client portal when you have account access.
Client Portal
Access, conversations and updates in one place.
How do I set up my portal account?
If you receive an account-setup email, follow its link to create your password. If you register through the portal, enter the verification code sent to your email. Check Spam or Junk if the email is missing, and contact us if you need help. Never share your password or verification code.
Where can I find my documents and updates?
Sign in to your client portal to find your available files in Documents, tax cases in Tax Returns and conversations in Inbox. Notifications provide additional updates associated with your account.
What if I forget my password or a link no longer works?
Use Forgot Password on the portal sign-in page and follow the email-code and new-password steps. Account-setup links are single-use. If a setup or document-request link is expired or no longer valid, contact us for assistance rather than sharing the private link.