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Expert tax preparation and bookkeeping tailored to your needs
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Our Services

Service Grid V2

Talent Management

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Financial Consultancy

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Banking Management

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Wealth Management

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Audit Marketing

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Marketing Rules

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Service

Personal Tax Preparation

Accurate, stress-free tax filing for employees, retirees, students, and individuals with multiple income sources. We handle everything from T4 slips to deductions, rental income, and self-employment reporting — with clarity and care.
Who it's for

employees

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retirees

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retirees

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What's included

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T1 General preparation and filing

Income slips (T4, T4A, T5, etc.)

Deductions and credits optimization

RRSP, TFSA, and investment income

Rental income (T776)

Self-employment income (T2125)

CRA correspondence support

Starting at
$29.99
Service

Business Tax Preparation

Professional tax filing for sole proprietors and partnerships, including business income reporting, GST/HST submissions, and expense optimization — no corporate returns.
Who it's for

Sole proprietors

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partnerships

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no corporations

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What's included

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Business income reporting (T2125)

GST/HST filing

Partnership returns

Business expense optimization

CRA audit support

Looking for corporate tax services? We can refer you to a trusted partner.
Starting at
$29.99
Service

Bookkeeping

Reliable monthly or quarterly bookkeeping to keep your business organized, compliant, and ready for tax season. We handle reconciliations, categorization, and financial reporting so you can focus on running your business.
Who it's for

Monthly

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quarterly

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Annually

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What's included

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Transaction categorization

Bank reconciliation

Accounts receivable/payable tracking

Financial statement preparation

Year-end preparation for tax filing

Software setup (QuickBooks, Wave, etc.)

Monthly
Starting at
$29.99
  • T1 General filing
  • Credit & deduction review
  • CRA submission
Quarterly
Starting at
$39.99
  • Business income reporting
  • Expense optimization
  • GST/HST support
Yearly
Starting at
$49.99
  • Transaction categorization
  • Reconciliations
  • Financial summaries
Not sure what to book? Contact us
Service

Bookkeeping

Reliable monthly or quarterly bookkeeping to keep your business organized, compliant, and ready for tax season. We handle reconciliations, categorization, and financial reporting so you can focus on running your business.
Year-round tax planning consultations
RRSP optimization strategies
Business structure guidance
Income splitting advice
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How It Works

A project timeline is a critical tool for managing and tracking the progress of a project.

Book your appointment online

Choose a time that works for you using our secure online booking system.

Gather your documents

Use our simple checklist to collect the slips and information needed for accurate filing.

Meet with Michelle

Sit down with Michelle either in-person or virtual to go through your return carefully and confidently.

Review and file your return

Your return is prepared, reviewed for accuracy, and filed securely with the CRA.

Get your refund!

Once filed, you’ll receive confirmation and any eligible refund directly from the CRA.
The Important Bits

Document Checklist

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T1 General preparation and filing

Income slips (T4, T4A, T5, etc.)

Deductions and credits optimization

CRA correspondence support

Service

Frequently Answered Questions

We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

Not sure which service applies to you?
Book a free consultation.

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  • 1810 Kings Way, New York
  • 1-2345-6789-33
  • info@example.com
  • Business Hours
    Monday: 8:30 AM - 5:30 PM
    Tuesday: 8:30 AM - 5:30 PM
    Wenesday: 8:30 AM - 5:30 PM
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