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Time to get personal

Looking to get help with your personal taxes? We help our corporate clients with their personal taxes as well. This way we can take a wholistic approach to tax planning.

Our CPAs are fluent in the intricacies of personal tax returns. We eat, sleep and dream tax credits, deductions and eligible expenses. Okay, maybe that’s a little far, but you get the idea.

As owners of incorporated businesses, you want to make sure you have claimed everything possible. That’s our strong suit.

Incorporated business owners? Hello

We love working with incorporated business owners. Why? There’s a little more meat on the bone (tofu in the pack?) in terms of overall tax planning. Let’s confirm your business and your personal taxes are working together to their full potential.

Let’s make a plan

What are your long-term financial goals? Let’s collaborate so you can meet them. We assess your RRSPs, TFSAs and tax credits so you can keep more of your dollars. You don’t even need to come in (unless you want to; coffee is on us). It’s all electronic. When we’re done, we’ll meet over video chat to explain everything before filing.

Let’s keep this online

Forget stuffing receipts into drawers, Mason jars and old busting business envelopes—we gather the bulk of your tax info through our CRA online portal; the rest you send electronically. When it’s complete, we’ll meet over video chat, explain everything and file it!

Self-employed or just need personal tax help?

We're focused on helping our corporate clients with their accounting, corporate and personal tax needs and don't offer personal tax filing as a standalone service.

But, that doesn't mean we don't care about your personal tax needs! We want to help as many people as possible, so we're constantly creating resources to help you out.

• 📖 Personal Taxes on the Blog
• 🏫 Bookkeeping and Taxes for Freelancers - Online Course
• 📊 Free Bookkeeping Template for Self-employed Peeps - / Blog Post