Relocation Reminder!

Greetings from Kelvin at Bud & Company. I’d like to remind you that Clearly Financials merged with Bud & Company on August 1, 2017. I look forward to meeting with you again this tax season.

Our current address is as follows:

#68, 4003 98 Street NW
Edmonton, AB T6E 6M8

Please note that we our office is moving on approximately March 26th. Please call our office to confirm the moving date if you are making an appointment around this date. Our new address will be as follows:

8011 Roper Rd NW Edmonton, AB T6E 6S4

Our new location is conveniently accessible by Whitemud Drive, or 75th Street. There is plenty of space to park in the parking lot that we will share with BMO and the UPS Store. This modern office space was formerly occupied by Kobe Financial. You may notice their signage still up during this transition period.

Please complete our “Client Intake Form” and include it with your records.

https://www.clearlyfinancials.ca/resources/CFAC_Personal_Client_Intake.pdf

This form serves as a guide in helping you gather your documents, and it will also highlight items for us to focus our discussions on during our meeting time. Feel free to call us if you have any questions, we can also assist you with completing this form in person during our meeting.

Reminder, the deadline for filing and paying most personal taxes is April 30th.

If you have a self-employment (sole-proprietor business) income, or rental property income please complete the summary from the following links.

Rental Summary: https://www.clearlyfinancials.ca/resources/CFAC_Rental_Summary.pdf

Business Summary: https://www.clearlyfinancials.ca/resources/CFAC_Business_Summary.pdf

Please call us at 780-988-9812 if you have any questions about these forms.

Our office takes great pride in preparing your personal tax returns, and we perform a thorough review process on all tax returns to ensure accuracy. We are also passionate about getting to know your situation so that we can maximize tax deductions and tax credits that you may be eligible for.

Call us today at 780-988-9812 or email us at kelvin@budancompany.com to book your appointment or if you have any questions.

Thank you again for choosing Bud & Company. We appreciate the opportunity to serve you again and look forward to seeing you.

Sincerely,

Kelvin Leung, CPA, CMA

Phone: (780) 988-9812
Fax: (866) 888-9812
Email: kelvin@budandcompany.com

Ivan Nguyen