Contacting Margaret Marcus
Margaret Marcus’ office is located in Surrey, British Columbia. Call, fax or email to arrange a time to meet — the initial consultation is free.
Office & mailing address
Marcus & Co., CGA#265, 12899 76 Avenue
Surrey, BC V3W 1E6
Canada
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Telephone, fax & email
- Phone 604-502-0777
- Fax 604-502-0778
- Email margaret@marcuscocga.com
- Principal Margaret Marcus, CGA
Confidentiality
Margaret Marcus’ voice-mail is available for callers to leave totally confidential messages for her.
Fax is also available 24 hours, and it goes directly to her — it will also be held in strict confidence.
You may also like to ask about Marcus & Co.’s Privacy Policy, which explains what client information is collected, how it is used, and the choices you have.
Before your first appointment
A short list of what to bring makes the first meeting far more productive:
- Personal returns: all tax slips (T4, T5, T3, T4A, T4RSP/RIF), receipts for deductions and credits, and last year’s notice of assessment.
- Business clients: your accounting file or financial records, the prior year’s tax return and financial statements, and any CRA correspondence.
- New corporations: incorporation documents, your business number and GST/PST registration details.
- Payroll: employee details, the TD1 federal and TD1 BC forms, and the pay period schedule.
- Questions: anything you have been unsure about — there is no charge for asking during the initial consultation.
The personal tax information checklist covers the individual return in more detail, and every form we hand out is on the downloads page.
Quick answers
Questions people ask before calling
Is the first consultation really free?
Yes. Marcus & Co. offers a free initial consultation. It is a chance to explain your situation and get a clear idea of the work involved and the likely cost before you commit.
How do I send documents securely?
Call or email first and we will agree on the best method for your documents — fax, email or in person. Please do not send sensitive records until we have confirmed the approach.
Do you take on clients outside Surrey?
Yes. Clients come from across the Lower Mainland and the rest of British Columbia, and much of the work is handled by telephone, email and document exchange.
Free initial consultation
Ph: 604-502-0777 · Fax: 604-502-0778 · margaret@marcuscocga.com