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Tax

Canada only

Personal and corporate tax filing for Canadian businesses, priced separately from bookkeeping and quoted against your actual complexity. This service is available in Canada only, we do not currently file for US clients.

What's included

  • Personal tax filing
  • Corporate tax filing for Canadian corporations
  • Scoped and quoted against your actual complexity, not a flat guess
  • Priced separately from bookkeeping, so you're not paying for it twice

Who it's for

  • Canadian incorporated businesses needing corporate filing
  • Canadian owners who want personal and corporate filing handled together
  • Businesses that would rather filing was planned for than discovered in April

How it runs

The actual sequence, start to finish.

  1. 01

    Confirm eligibility

    Tax filing is Canada-only. If you're a US business, we'll say so up front rather than partway through.

  2. 02

    Review complexity

    Filing is quoted after looking at your structure and books, so the number reflects the actual work.

  3. 03

    Prepare and file

    Filing is prepared off reconciled books wherever we're also handling the bookkeeping.

What it costs

Quoted individually after a books review, and priced separately from your monthly bookkeeping. Canada only.

Questions about tax

Do you handle US tax filing?

Not at this time. For US clients we provide bookkeeping, budgeting, and budget-vs-actuals reporting; tax services are limited to Canadian businesses.

Do I have to be a bookkeeping client?

It isn't required, but filing off books we already maintain is faster and cheaper than filing off books we're seeing for the first time.

Why isn't tax bundled into the monthly fee?

Filing complexity varies enormously between businesses. Pricing it separately means clients with simple filings aren't subsidizing complex ones.

More questions answered on the FAQ page.

Ready to talk about tax?

A free 20-minute consultation, no obligation.