Year-End Tax Plans

Tax Compliance · Tax Planning & Saving

Your whole year, handled once. Starting at CA$3,600/year.

Built for incorporated owners who keep their own books — or only need them built once a year — and want expert tax filing, CRA compliance, and year-end tax planning without a monthly engagement.

Why it costs less: we process your entire year in one efficient pass on our in-house ledger system — one annual close instead of twelve monthly ones. Less admin on our side, a lower price on yours.

Two Plans. One Goal: Pay Less Tax, Legally.

Tax Compliance — CA$3,600/year. You keep your own books. We review them, file your corporate (T2) and personal returns, handle payroll T4s, and keep every CRA deadline off your plate.

Tax Planning & Saving — CA$4,800/year. Everything in Tax Compliance — plus we build your year-end books for you, deliver CPA-signed financial statements, file your dividend slips, and run two tax-strategy sessions so you keep more of what you earn.

A good fit if you file HST annually, run little or no payroll, and don't need month-to-month numbers. Hiring staff, filing HST quarterly, or need financing-ready financials? That's when you move up to a monthly plan.

Book a free discovery call to find out which plan fits your business. Need live monthly bookkeeping and ongoing advisory? See our Monthly Plans.

Pricing

Plans for small businesses

Simple annual pricing. No surprise bills.

Tax Compliance

Your taxes filed. Your compliance handled. Peace of mind all year.

CA$3,600/year
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This includes

  • We review the bookkeeping you completed
  • Corporate + Personal taxes filed
  • Payroll T4s handled
  • Tax deadline reminders
Most popular

Tax Planning & Saving

Everything in Tax Compliance + keep more of what you earn.

CA$4,800/year
Subscribe

This includes

  • Everything in Tax Compliance
  • CPA-signed financials (CSRS 4200)
  • We do the bookkeeping for you
  • Dividend Slips filed
  • 2 Tax Savings Strategy sessions
See our Monthly Membership Plans
 

FAQ’s - Annual Plans EDITION

  • Annual Plans cover your essential tax compliance and planning on a traditional accounting basis. Monthly Subscription Plans include full cloud bookkeeping, monthly financials delivered on the 1st, and ongoing advisory through QuickBooks Online. If you need year-round books and financials, Monthly is the better fit. If you handle your own bookkeeping and just need tax work done right, Annual is built for you.

  • Everything you need to stay CRA-compliant — your T2 corporate tax return, HST filing, personal tax returns, basic tax deductions, and a dedicated CRA portal manager. Your bookkeeping is reviewed by our team before filing.

  • Tax Compliance files your taxes. Tax Planning reduces them. You get everything in Tax Compliance plus RRSP/TFSA optimization, capital gains planning, CPA-signed financials, and multi-currency support. If you're earning over $150K and not actively planning, you're overpaying CRA.

  • These statements represent a shift in accounting standards, requiring more extensive documentation than in previous decades. They are essential for businesses seeking to review their financials or secure financing, as lenders often require this level of detail.

  • Two big things salary vs. dividend optimization and CRA audit protection. These are the strategies that create the largest tax savings for incorporated business owners. You also get up to 1,200 bookkeeping transactions reviewed per year.

  • The monthly annual plan saves you money. Tax Compliance is $2,400/year paid monthly vs $2,900 as a one-time engagement. That's $500 in savings for the same work. The monthly option also keeps us engaged with your file year-round so nothing gets missed.

  • The 30 days free and 90-day money-back guarantee applies to Monthly Subscription Plans. Annual Plans are billed on a fixed schedule tied to your tax deadlines. Book a discovery call and we'll walk you through how each plan works.

  • Absolutely. Many clients start on an Annual Plan and move to a Monthly Subscription once their business grows and they need ongoing bookkeeping and monthly financials. We handle the full transition.

  • No. Annual Plans use a traditional desktop-based tax ledger approach. QuickBooks Online is only included with Monthly Subscription Plans. If you prefer cloud accounting, our Monthly Plans are the better fit.

  • Tax Compliance includes one personal return. Tax Planning and Tax Saving include two personal returns. Additional returns can be added for a separate fee.

  • Book a free discovery call. We'll review your business, recommend the right plan, and send you a proposal. Once signed, we get to work immediately on your file.

BOOK A FREE DISCOVERY CALL

Still have questions? We'll answer them on the call.