Warman Accounting Co. offers mobile and virtual accounting services for clients who want professional support without the commute. Whether you prefer to meet by phone or video, securely share documents online, or arrange local document drop-off, we make it easy to get your taxes and bookkeeping handled in a way that fits your schedule. Our goal is to keep the process simple, secure, and CRA-compliant—while giving you the same local support you’d receive in person.
Who Should Use Mobile & Virtual Services?
Mobile and virtual services are a great fit if you have a busy schedule, live outside the immediate area, work long hours, have limited mobility, or simply prefer remote appointments. Many clients choose this option when they want to file a T1 personal return without taking time off work, handle bookkeeping and GST/HST support without in-person meetings, or coordinate corporate or trust filings while keeping documents organized and secure. It’s also a helpful option if you’re missing a slip or waiting on documents—because we can often start with what you have, identify what’s missing, and finish once the remaining items are received.
How the Process Works
The process is simple and structured. You book an appointment online or contact us directly, then we provide a clear list of what to send based on your situation. You can share documents securely or drop them off in advance so your appointment is focused and efficient. During your phone or video appointment, we confirm details, review your documents, and ask any required questions to ensure everything is accurate and complete. Once your work is finalized, we provide your completed package and any follow-up details you need, and we’ll let you know if anything requires your attention going forward.
What to Have Ready
To keep your appointment smooth, it helps to have your key identification and tax information ready, along with your slips, receipts, or bookkeeping records depending on the service. If you have access to CRA My Account, prior Notices of Assessment, or CRA correspondence, those are also helpful—especially for resolving missing slips, carryforwards, or CRA adjustments. If you’re a business owner, having a year-to-date bookkeeping summary, bank statements, and any GST/HST or payroll information can make the remote process much faster.
Security & Privacy
We take privacy seriously. Mobile and virtual services are designed to keep your information organized, secure, and handled professionally. We use secure methods for document sharing and clear processes to reduce the risk of missing information or confusion. If you ever have questions about what to send or how to send it safely, we’ll guide you through the best option for your situation.
Timing & Deadlines
Remote service can help you move faster during busy season because you can send documents as you receive them and complete your appointment without waiting for an in-office time slot. Booking early is still recommended, especially close to filing deadlines, but mobile and virtual options often reduce delays and help keep things on track.
Frequently Asked Questions
Do I need to come into the office at all?
Not always. Many returns and bookkeeping tasks can be completed fully remotely through secure document sharing and a phone or video appointment.
How do I send my documents securely?
We’ll provide a simple, secure method based on what you’re sending and what’s easiest for you.
Can you handle business clients remotely too?
Yes. Many bookkeeping, GST/HST, and year-end reporting tasks work very well remotely when records and summaries are shared securely.
Will this take longer than an in-person appointment?
In many cases it’s faster, because you can send documents ahead of time and the appointment stays focused.
Ready to Book?
To get started with mobile and virtual services, book an appointment online or contact us directly. We’ll make the process simple, secure, and efficient—so you can get it handled without the commute.
👉 Book an Appointment Now
